It was indeed our treat to share some estate planning tricks with our new friends from the Well & Wise program at Terrebonne General Health System. Presented by The Foundation for Terrebonne General and Terrebonne Council on Aging, the program is educational, inspirational, and designed for anyone 60 years or older…FREE of charge! The Well & Wise group meets on the last Wednesday of every month in the Terrebonne General Medical Atrium Auditorium. It covers various topics … [Read more...]
Blog
Privacy in Life and Death
Privacy is a concern to all of us, both during life and after death. Privacy is a concern for many reasons. We each have our own reasons for wanting privacy. People want to keep private the existence of children out of wedlock, their sexual orientation, their wealth or lack thereof, or even their choices of charitable causes. People also want to maintain their privacy just to prevent nuisances, such as telemarketers. There are solutions to each of these issues, both … [Read more...]
Make Sure Your Dreams Don’t Turn Into Nightmares
Parents dream many dreams for their children. These dreams often incorporate hopes that their kids will get a good education, embrace fulfilling careers, keep their good health, and find happy, stable marriages. Sometimes reality can play out more like a nightmare in this last instance, however, as more and more marriages end in divorce. Even when our children have grown into the independent adults, we have encouraged them to be, we still want to shield them from the worst nightmares of … [Read more...]
National Estate Planning Awareness Week 2022 Promotion Toolkit
Key Takeaways Join us October 17 - 23, 2022 for National Estate Planning Awareness Week, a nationwide effort to help the public understand what estate planning is and why it is such a vital component of financial wellness. Discover the value of a team approach to estate planning awareness. Only 33 percent of U.S. adults have estate planning documents, such as a will or living trust. There’s a very high chance that you know neighbors, community … [Read more...]
Estate Planning Without a Crystal Ball
One of the primary reasons for planning your estate is to make sure that your assets go where you want them to after you’ve passed away. If you’re a parent, it’s likely that you’ll want to use your estate plan to make sure your children are provided for. Many people choose to use their Will or their Living Trust to leave a lasting legacy to a favorite nonprofit or charitable cause. If you’re not careful, though, you can end up with an estate plan that is short-sighted. It is easy to plan your … [Read more...]
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