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Health Care Agent

Helping Families Today, Tomorrow & for the Future Generations – Part 2

by Anne Denny December 16, 2014 Guest Articles

Part 1 of Anne’s post focused on the 5 strategies of an effective healthcare directive. This week’s post shares insights regarding the selection of healthcare agent(s). Well-written healthcare directives require more than checking boxes on […]

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Helping Families Today, Tomorrow & for the Future Generations – Part 1

by Anne Denny December 10, 2014 Guest Articles

As trusted advisors, attorneys and financial advisors, you are uniquely poised to coach individuals and families on the merits of preparing thoughtfully for end-of-life decisions. Most likely, posing questions regarding a client’s financial assets and […]

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In the News – Health Care Directives

by Jennifer Santini January 18, 2014 In the News

In the past few weeks, there have been two stories that have caught our attention regarding the issue of incapacity and the need for advanced health care directives. The first news story unfortunately involved a […]

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ESTATE PLANNING FOR YOUNG ADULTS…REALLY?

by Jamie Held November 27, 2013 Estate Planning 101

If you have a young adult child coming home for the holidays, the Thanksgiving table might serve as a good opportunity to talk with them about estate planning.   While most young adults do not own […]

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TED Talks: Prepare For A Good End Of Life

by Jennifer Santini June 17, 2013 Estate Planning 101

I recently came across this TED Talk by Judy MacDonald Johnston and thought she did such a great job starting the discussion on end-of-life planning that I had to share it with our readers. The video […]

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The Basics of Organ Donation

by Erin Hoolihan March 28, 2013 Estate Planning 101

Many of us come across the thought of organ donation for the first time when we apply for a driver’s license. Usually at that young age, it is a topic difficult to consider and oftentimes […]

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Communicating End of Life Wishes

by Jayne Sykora January 15, 2013 Estate Planning 101

Last week, The New York Times ran a piece called “Help for Planning End of Life Care.” The blog post, by Paula Span, discusses a new website called Prepare, which is to help people prepare […]

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PROFESSIONAL FIDUCIARIES: WHO NEEDS THEM?

by Lori Manning December 12, 2012 Guest Articles

People need fiduciaries for a variety of reasons, but this article is written with elderly people who are incapacitated by dementia in mind. Dementia is an umbrella term that describes a variety of diseases that […]

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Pre-Planning for Death: Part 1

by Jill Sauber October 2, 2012 Guest Articles

This is the first in a three part series on pre-planning for your death. This series is written by Jill Sauber, a current law student and licensed mortician.    People often segue into talking about […]

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Preparing for the Death of a Spouse

by Jayne Sykora January 28, 2012 Estate Planning 101

Losing a spouse is a heart-wrenching event that can be difficult, if not unbearable, to even plan for. Therefore, many surviving spouses are not prepared for the death of their spouse and subsequently have to […]

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Young, Single, Childless and Broke? You Still Need an Estate Plan

by Michelle Vesole January 10, 2012 Estate Planning 101

It is a common misconception that estate planning is only necessary for the wealthy or those with a spouse and children. However, all individuals, no matter what their financial situation may be, can benefit from […]

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