by Christopher Juillet | Aug 21, 2020 | Uncategorized
Most people would rather put off the topic—and the task—of estate planning for another day…or another year. They say things like: “I don’t want to spend the money right now.” “It’s just easier not to think about it.” “It’ll take care of itself.” “It won’t be my...
by Christopher Juillet | Aug 15, 2020 | Uncategorized
When you don’t plan ahead by having a comprehensive estate plan, state law governs: The Court appoints a guardian for you if you are incapacitated. Doctors and the Court make medical decisions for you if you are incapacitated. The Court appoints your personal...
by Christopher Juillet | Aug 5, 2020 | Uncategorized
A common question that comes up whenever I present an estate planning seminar goes something like this: “Why do I need an estate plan, anyway? All I have is a few IRAs and my house. What’s the big deal?” The answer to this question goes to the heart of how we want to...
by Christopher Juillet | Jul 28, 2020 | Uncategorized
How often you should have your estate plan reviewed depends largely on where you are in life: In your 30s and 40s, every three to five years. In your 50s and 60s, every two to three years. In your 70s, every one to two years. In your 80s and beyond, every year. There...
by Christopher Juillet | Jul 22, 2020 | Uncategorized
Do you really need to have an estate plan? If your answer to any of these questions is “yes,” you need to take the time to plan for your future and that of your family: Do you want to determine who will represent your interests after you’re gone? Do you...
