By Genevieve Wall | Published August 12, 2015 | Posted in Estate Planning, Estate Planning for People With Children, Links to Articles of Interest, Probate, Wills | Tagged Tags: Durable Power of Attorney, Health Care Proxy, HIPAA Authorization, Living Will, Trusts, wills | Leave a comment
5 Estate Planning Documents Clients Must Have
8/11/15 – A “simple” estate plan doesn’t just include a Will. If you don’t want, or think you don’t need, an estate plan based upon a Trust, you should have at least these 5 documents in your estate plan. READ MORE HERE.
Read MoreWhat’s Almost as Certain as Death? Not Talking About the Inheritance
NY Times.com – August 1, 2014 “IF there is a boogeyman when it comes to family conversations about inheritance, it is not death. That happens whether people talk about financial plans or not. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way Read More
Read MoreYOUR MONEY-What would you do with $100,000?
June 30, 2014 – Reuters What would you do if you suddenly got $100,000, no strings attached? With $30 trillion set to change hands from one generation to the next over the next 30 years, many beneficiaries will face that issue. Some will use the money wisely, but unfortunately many will “blow it”. Read More
Read MoreWhy You Should Update Your Estate Plan
July 3, 2014 – Forbes There is a sense of accomplishment when an estate plan is executed. In fact, it’s quite common for people to sign documents and file them away for safe keeping and forget about them. The danger is that these individuals and families may believe that these matters require no further attention. Read More
Read MoreProtecting Elders from Financial Abuse
The Consumer Financial Protection Bureau has issued a Guide, PROTECTING RESIDENTS FROM FINANCIAL EXPLOITATION, A manual for assisted living and nursing facilities. Many of the items in the Guide apply to any elder, whether living at home or in an elder facility. “The CFPB Office for Older Americans is the only federal office dedicated to the Read More
Read MoreFive Myths About Retirement – It's Likely to Cost More Than You Think It Will
Wall Street Journal – May 24, 2014 It’s not all golf and grandchildren. Many people spend years planning for retirement and think they have it all figured out, until they actually retire. Here are a few areas where retirees don’t know as much as they think they do. READ MORE HERE
Read MoreEight Common Myths About Alzheimer's Disease
Legacy.com – May 24, 2013 Dementia is not a normal part of aging. Here are some myths about Alzheimer’s disease. READ MORE HERE
Read MoreIRS Raises Limit On Tax-Free Lifetime Gifts
Forbes.com The IRS has raised the limit on tax-free lifetime gifts to $5.34 Million per person. READ MORE HERE
Read MoreIf You Don’t File, Beware the Ghost Return
From the New York Times – if you don’t file an income tax return, the IRS may file one for you – and you probably won’t like it READ MORE HERE
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5.0/5.0I engaged Ms. Wall to provide estate plannIng advice and prepare the appropriate estate planning documents for me.. I was very impressed with her expertise, professionalism., and also the way she made me feel at ease with her sense of humor. I am v...
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5.0/5.0
Ms. Wall has been of great assistance in competently preparing our{newline}family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients that char...
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5.0/5.0
I have worked with Genevieve over the past ten years since my mother's stroke. She helped me with advanced directives, power of attorney, and through the probate stages. As executor of the estate, I was able to rely on her guidance throughout the pro...
