Search for: "Sound Health and Wellness Trust Plan"
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10 Sep 2020, 2:23 pm
Another piece to the incapacity planning puzzle is a health care proxy. [read post]
27 Dec 2018, 8:40 am
Take into consideration their health as well as age, and appoint someone who is likely to live much longer than you. [read post]
15 Aug 2013, 12:20 pm
Sound like a #trainwreck yet? [read post]
27 Dec 2018, 8:40 am
Take into consideration their health as well as age, and appoint someone who is likely to live much longer than you. [read post]
25 May 2022, 4:19 pm
In addition, if you are entrusting somebody with power of attorney authority, and that person has their own mental health concerns, you should discuss the issue with your family as well as your estate planning lawyer. [read post]
21 Feb 2024, 3:46 pm
Tax Planning Trust attorneys are well-versed in tax laws and play a crucial role in minimizing estate taxes, gift taxes, and capital gains taxes. [read post]
9 Apr 2020, 12:04 pm
Ignoring incapacity planning: It’s a common mistake to focus so much time on what happens to your assets upon your death that you overlook your health and well being while you’re alive. [read post]
19 Oct 2023, 4:24 pm
Foundation With a Will or Revocable Living Trust: Establishing a sound foundation is paramount for any structure, and estate planning is no exception. [read post]
25 May 2016, 2:22 pm
The fact that you can revoke a living trust can sound very comforting. [read post]
6 Oct 2020, 11:31 am
If you have a living trust, you would act as the trustee while you are alive and well. [read post]
28 Dec 2015, 6:30 am
Well, there certainly is not time like the present to make such plans. [read post]
28 May 2021, 2:00 am
So, too, are health and wellness efforts, such as gym memberships and access to therapists and mental health professionals. [read post]
15 Feb 2016, 5:24 am
Admirable goals but … All this stuff may sound admirable─you’d be crazy not to wish them well. [read post]
1 May 2012, 10:06 am
A survey of employers released in March by the consulting firm Towers Watson and the National Business Group on Health found that about 9% expected to use online games in their wellness programs by the end of this year, with another 7% planning to add them in 2013. [read post]
28 Mar 2019, 9:29 am
A robust durable power of attorney, properly coordinated with the trust, rounds out the documents used to effectively plan for your incapacity. [read post]
18 Feb 2020, 12:08 pm
When you establish a living trust, you would act as the trustee while you are alive and well. [read post]
1 Aug 2011, 4:00 am
However, in the case of the recently departed Amy Winehouse, this celebrity estate was well-planned and likely will not be tabloid fodder. [read post]
31 Jan 2019, 7:32 am
A well-constructed estate plan should include an incapacity planning component, because many elders become unable to make sound decisions at some point in time. [read post]
2 Dec 2010, 6:15 pm
Making the big change from work to retirement means making changes to your estate plan as well. [read post]
9 Feb 2016, 1:19 pm
Your health care surrogate is appointed as your agent to make health care decisions for you. [read post]
