Around The Web: August 25, 2014

 

Here’s another instance in which Deborah L. Jacobs at Forbes took the words right out of our mouths. Documents like Powers of Attorney for property or health care aren’t just for ‘grown ups’ – they’re for anyone over the age of 18. Even if your child is still on your insurance plan or you’re paying tuition, you may not have the authority to act on their behalf or get the information you need should an emergency occur. Contact your nearest office for more details, or attend one of our workshops to learn more about these critical documents!

http://www.forbes.com/sites/deborahljacobs/2014/08/15/two-documents-every-18-year-old-should-sign/?google_editors_picks=true

college

Deborah L. Jacobs, who covers personal finance for baby boomers at Forbes, has several articles in her archive we think are worth checking out. You can read a selection below, or visit: http://www.forbes.com/sites/deborahljacobs/

Around the Offices: August 11, 2014

We are excited to announce that we have partnered with Ron Hodge at The Valley Group in Riley, IN to host client meetings by appointment in their office! Ron has been very helpful to many of our existing clients, particularly those in need of a Medicaid-qualified annuity, and we have all enjoyed his office’s friendship. He identified a lack of places to meet with an estate planning or elder law attorney on the southeast side of Terre Haute, and he offered a solution! We look forward to taking him up on his hospitality and working together even more closely in the future! Learn more about The Valley Group at www.thevallgroup.com

Valley Group Sign

 

Around the Web: June 10, 2014

We recently found the article below while searching the web for estate planning news. Even though the article was published to coincide with Mother’s Day, there is some information that applies to every parent with children under 18 years of age. Do you have a Will, and does it reflect the person or persons you wish to care for your children should you die before they reach legal age? Talking about your decision with family members and friends is a great start, but a Will is the only way to guarantee that your choices are honored in your absence (even your Trust cannot accomplish this). If you have questions about protecting what’s important to you, contact one of our offices today!

http://www.forbes.com/sites/deborahljacobs/2014/05/09/advice-for-new-mothers-and-procrastinators/

Hispanic Man, Woman and Child having fun in the park.

Deborah L. Jacobs, who covers personal finance for baby boomers at Forbes, has several articles in her archive we think are worth checking out: http://www.forbes.com/sites/deborahljacobs/

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