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Your Summer Checklist

May 21, 2022      by: tlaw

A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.

Joint Tenancy

POD and TOD Account Disadvantages

April 15, 2022      by: tlaw

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

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Health Care Power of Attorney and Kids

February 14, 2022      by: tlaw

Is it necessary for your children to have a Health Care Power of Attorney document? The short answer is- Maybe

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George Halas, Prince and a Chicago Cop

January 13, 2022      by: tlaw

What could those three people possibly have in common? Horrendous estate planning.

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Know Your Health Care Rights

December 15, 2021      by: tlaw

We have all experienced the health care system. Honestly, can you say you are looking forward to your next experience? Part of it is the uncertainty of what we will find out. However, most of our anxiety and frustration is about the feeling we are not in control. Well, you can be, and you have the right to be in total control of your health and your care.

Gun transfer on death or disability

Firearms Transfer Rules Update

October 25, 2021      by: tlaw

Whether it is at your retirement or your death, an often overlooked issue can cause many problems. Whether you have two firearms or 20+, there is a process to transfer them to another person. I know you are fully aware of how someone did that a few months ago. However, like everything else, times have … Continue reading Firearms Transfer Rules Update

Have Your Beneficiaries Been Reviewed Lately?

September 18, 2021      by: tlaw

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

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6 Estate Planning Myths

May 4, 2021      by: tlaw

We are all guilty of putting something off to a later date. And if there is one thing that is very high on that list, it is taking care of our estate planning. Often, we just don’t want to think about our death and most of our lives; we don’t consider our mortality. But none … Continue reading 6 Estate Planning Myths

Estate Plan and Living Trust fall checklist

Your Fall Planning Checklist

August 22, 2020      by: tlaw

There are certain times of the year and certain times in your life when you should take a step back and organize. Under ordinary circumstances, fall is one of those times.

Steps to Take After the Death of a Family Member

July 26, 2020      by: tlaw

Death can preoccupy us during the COVID-19 crisis. There can be some good in that if we finally take care of our estate plan. Having a current estate plan makes all the difference for our family when the time comes. And when we do what is necessary, we can get on with the business of … Continue reading Steps to Take After the Death of a Family Member