Blog

COVID-19 Estate Planning: A Journey, Not a Destination

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to

Developing a COVID -19 Pet Plan: 3 Easy Steps

We’ve been focusing a lot on estate planning for people during the COVID-19 crisis and rightly so. With more than 50% of the population without estate planning documents, it seems necessary. But it is also important to have a plan when it comes to your pets, especially if you live alone. We’ve written about Pet

Why COVID-19 Makes National Healthcare Decision Day 2020 Even More Important

Each year on National Healthcare Decisions Day, I write about how having a Living Will and a Healthcare Power of Attorney at minimum is extremely important. And this was before the pandemic that is Coronavirus. Many people are coming face to face with what will happen if they get sick or pass away without having

Coronavirus (COVID-19) and Estate Planning 2020

In the last few years various polls have proven that at least half of our population does not have any kind of estate planning in place. Reasons range from being misinformed to just not wanting to deal with thoughts about death. Totally reasonable. Except, and forgive my bluntness, people die every day even when the

Guest Post: Relocating Your Elderly Loved One

Providing care to our parents as they age and then in the final stages of their lives looks a lot different than it did in the past. That’s because shared living (when two or more adults who are not romantically involved live together) is on the upswing. “Adults who live in someone else’s household typically

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Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse

Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it would be for them to focus on adjusting to life without their spouse by their side, there are various financial matters they must face. During such an emotionally charged time,

Dealing with the Death of a Hoarder | Guest Post

Many of us are familiar with hoarding. Whether we know someone in our own family or it is something we have viewed on TV, hoarding affects as many as 19 million Americans. It is more common in older Americans and in males vs females. Losing someone with the disorder adds extra load to tackle, both physically

Breast Cancer & Legacy Planning

It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the lives. In general, the prognosis for most women diagnosed with Breast Cancer has improved greatly. Let’s pause and celebrate that, keeping in mind that no one should rest on progress — THE FIGHT CONTINUES. Anyone over the

National Estate Planning Awareness Week 2019

Editor’s Note: We were thrilled to featured in My News Mesa.Com in 2017 to spread the word about NEPAW. This is an updated excerpt. See the full original article by clicking HERE. You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in