Advance Health Care Directive | Estate Plan Pros
Rogue Social Worker Trumped By Dad’s Health Care Directive

Rogue Social Worker Trumped By Dad’s Health Care Directive

Imagine having the court system force treatment on you that you don’t want.  That was the situation in which Dick Magney found himself.Dick Magney was in the hospital and receiving palliative care.  He and his doctor and his wife had agreed that further medical procedures would be counterproductive, when a Social Worker showed up with a temporary treatment order from the court,...

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Breaking The Taboo Surrounding The End Of Life Conversation

Breaking The Taboo Surrounding The End Of Life Conversation

I remember that awkward moment as a kid when my parents decided I was old enough to have “that” talk.  Now, as an adult, there’s the “other” conversation that looms – all the decisions around end-of-life care.Debbie Reslock recalls when the doctors asked her if her mom would prefer to be in the hospital or at home for the end, “I remember how angry I was, unprepared to make this decision and...

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Guard Against Legal Risk

Guard Against Legal Risk With Two Legal Documents Every Adult Should Have

You know you shouldn’t leave home without your wallet.  You also shouldn’t leave home without two key legal documents. Just like wearing a bike helmet or putting on a seatbelt, these two documents are designed for your legal safety.  Every adult needs them.  What are they?  In California, they’re called the Advance Health Care Directive, and a Durable Power of Attorney....

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Couples still need incapacity protection

No children? 3 Reasons to have an Estate Plan

Two big estate planning myths are that you only need an estate plan if you’re old, and you only need an estate plan if you care about your kids.  You actually need an estate plan if you care about yourself.  There are two other reasons you should have an estate plan even if you don’t have children.  Self-ProtectionIf you can’t make important decisions, who will?  Many people...

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Are You Sidelining Your Family In Favor Of A Judge?

If you had a stroke tomorrow, will the judge suddenly be in charge?  If you haven’t properly planned your family may find themselves appealing to a judge to make important medical and financial decisions when you can’t. Picture Kevin – he is approaching retirement when he has his stroke.  Besides the medical decisions his family now faces, he has some important retirement decisions to make –...

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I’m A Single Guy With a Truck – Do I Need An Estate Plan?

Short answer: Yes, but it may not be what you think.  Most of the time when we talk about estate planning we’re talking about avoiding probate, and providing for your beneficiaries.  When you don’t have kids or much property, those aren’t really a big concern, but something else is. Staying in Control The biggest estate planning concern you have as a single person is: who will take care of things...

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What Is an Estate Plan?

Having a tank doesn’t mean you have a battle plan.  Having a trust doesn’t mean you have an estate plan.  A trust is only one of the tools we use in creating a comprehensive estate plan. What an Estate Plan Does: An estate plan is more than its individual components, the pieces work together to accomplish four purposes. It Avoids Probate Probate is a time consuming and expensive...

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How to Carry Your Emergency Documents Inside Your Wallet

Look in your glove box. Anything in there that you’d actually need in an emergency? How about your wallet? Credit cards, obviously. Hopefully a health insurance card. But what about a card that gives first responders immediate information about any medical conditions you may have, allergies, and your emergency contacts? Your Advance Health Care directive is sitting at home in a fire safe box...

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Failing To Plan For Disability

Many people, including some estate planners unfortunately, fall into the trap of thinking that estate planning is for after you pass away. The reality is that becoming disabled can be more expensive than all the probate fees and estate taxes combined. Depending on where you go for your statistics, your odds of becoming disabled could be as high as 50%. But whatever number it is, the financial...

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Five Key Things To Do After You Finish Your Estate Plan

Congratulations, you have a shiny new trust. There is definitely a sense of relief to have that done and accomplished, knowing that the people you care about are going to be protected, and prepared. Here are five things that you, and not your attorney, need to do going forward after completing your estate plan. 1. Keep the right things under the trusts “umbrella” Your attorney should have...

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