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Category Archives: Estate Planning

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Planning With A “Last Will And Testament”: What Does That Mean?

Estate PlanningBy Susan GrahamJune 4, 2010

Everyone knows that a Last Will and Testament describes how you want your affairs managed when you die, who is in charge, and who you want to have your property after you die.  Michael Jackson, Elvis Presley and Jackie Kennedy Onassis each had one. Who can write a Will?  Anyone who is age 18 or older can…

Now You Have A Vision, How Will You Get There? What Is Your Plan?

Estate PlanningBy Susan GrahamMay 21, 2010Leave a comment

You know where you are.   You assessed your current situation.  You know the people you care about, what you own and the approximate value, your income and your health.  You also took the time to define what you want your future to look like for the good and bad days.  The bad days cover…

Need To Change An Estate Plan Heavily Invested in BP?

Estate PlanningBy Susan GrahamMay 14, 2010Leave a comment

A traditional way to make such a change is to petition the Court for approval to change, give notice to all the interested persons, and if someone is a minor, have a representative appointed by the court to represent that minor.  This can be expensive, take lots of time and may not work. An informal…

What Is Your Vision Of Your Future?

Estate PlanningBy Susan GrahamMay 7, 2010Leave a comment

Before you can come up with an actual plan for your estate, you need to define what you want your future to look like. You know where you are now, if you took the time to assess your current situation by identifying the items in the April 30, 2010 blog.  This is your starting point…

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