Tom c/o Wealth Counsel
Blended families: planning for step-children and step-grandchildren
The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten...
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Tom c/o Wealth Counsel
- Nov 1, 2019
- 4 min
5 Ways to Show Yourself a Little Love
Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time taking care of yourself before the...
73 views
Tom c/o Wealth Counsel
- Oct 16, 2019
- 4 min
Estate Planning Awareness Week
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House...
37 views0 comments
Tom c/o Wealth Counsel
- Oct 2, 2019
- 5 min
Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning...
80 views
Tom c/o Wealth Counsel
- Sep 20, 2019
- 3 min
It’s Planning Season
For each season, there is planning that you must do on the farm. In order to be successful, this planning must be done thoughtfully and...
31 views
Tom c/o Wealth Counsel
- Sep 6, 2019
- 6 min
Planning for Your Automobile
Have you considered what will happen to your car when you pass away? In 2019, it is projected that there will be 281.3 million registered...
86 views
Tom c/o Wealth Counsel
- Aug 20, 2019
- 2 min
HIPAA: An Overview for Young Adults
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare...
59 views
Tom c/o Wealth Counsel
- Jul 30, 2019
- 2 min
Will vs. Trust: Which is Right for You?
When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession...
142 views
Tom c/o Wealth Counsel
- Jul 17, 2019
- 2 min
The Role of an Agent Under a Power of Attorney: A Primer
For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly...
63 views
Tom c/o Wealth Counsel
- Jul 12, 2019
- 3 min
Estate Planning for Military Families
No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or...
6 views
Tom c/o Wealth Counsel
- Jul 5, 2019
- 3 min
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have...
82 views
Tom c/o Wealth Counsel
- Jun 14, 2019
- 2 min
Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then...
24 views
Tom c/o Wealth Counsel
- May 31, 2019
- 2 min
4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...
51 views
Tom c/o Wealth Counsel
- May 22, 2019
- 3 min
A Harmonious Family that Won’t Fight?
Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each...
266 views
Tom c/o Wealth Counsel
- May 9, 2019
- 3 min
Loan, Gift, or Advancement: Why the Classification Matters
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that...
76 views
Tom c/o Wealth Counsel
- Apr 26, 2019
- 2 min
When is “living probate” necessary?
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for yourself and you will...
35 views
Tom c/o Wealth Counsel
- Mar 14, 2019
- 2 min
Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and...
40 views
Tom c/o Wealth Counsel
- Feb 26, 2019
- 2 min
Four Common Myths about Estate Planning
1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the...
65 views
Tom c/o Wealth Counsel
- Feb 11, 2019
- 2 min
Saying “I Love You” With Your Estate Plan
While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete...
48 views
Tom c/o Wealth Counsel
- Jan 31, 2019
- 2 min
Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United...
58 views
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