Estate Planning is so much more than the distribution of “things” and “money”. Estate Planning, if you truly look to the underlying motivation of why we even create an Estate Plan, is really about our values, our beliefs, our…more
It is quite often the personal property that causes the most heartache and disruption in families after a death. Although, money doesn’t usually have any sentimental attachment, it can cause issues of its own on an entirely…more
Good and bad “things” happen every day to every one of us. These “things” are what make us who we are. How we allow the “things” to affect our lives is what our life ultimately becomes. Zio Giovanni’s death is my “thing” that…more
There are a variety of reasons why you may want or need to revoke your power of attorney. Each state has its own specific requirements. It is important to follow the exact procedures of your state so that it is properly…more
If you have ever owned a dog I think that this poem will touch your heart like it has touched mine. Warning...tissue alert!…more
It is hard to manage all the details when a loved one passes away. If they lived outside of being able to drive, now you have to deal with finding a flight. Unfortunately, bereavement flights are not as discounted as some of…more
Life is constantly changing for all of us. Between marriages, divorces, new babies, new jobs and new homes, it is hard to keep up with it all at times. When a big life event happens you want to make certain that all your Estate…more
We all make excuses for not doing something we really know we should do. I am guilty of it over and over! But when it comes to Estate Planning it is so important not to let our fears of dying and illness get in our way of doing…more
There is a misconception that you need to be wealthy or old or sick to even think about having an Estate Plan. The misconception there is that wealth, age, marriage, divorce and health do not dictate whether an Estate Plan is…more
When it comes to Estate Planning timing is everything. Some say it would be wonderful if we each had a crystal ball; this way we would know when we would die and when and if we would get sick. Personally, I think a crystal ball…more
I know all about traditions...I grew up first generation Italian! I have shared many of those traditions with my own family now. But, there are times when certain traditions should be broken because they may do more harm than…more
Too many families do not have a Will or a Trust in place. And, far too many in the community are not aware of opportunities available to facilitate making donations to a non profit when they die. Take the week of October 15,…more
Walter Samaszko Jr. was found dead in his Carson City, Nevada home sadly about 1 month after he passed. He didn’t have any close family and left no written Will or Living Trust behind either. Seems like he may have had…more
An illness or medical emergency can happen to any of us at anytime. Age, wealth, gender…virtually have no bearing. Have you given any thought to whom you would want to make a medical decision for you if you could not do it…more
These two roles are quite different. And, knowing the particular function of both will help in deciding who to appoint as the Trustee of your North Carolina Trust or the Executor in your North Carolina Will…more
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