by Lisa Adler | Feb 25, 2017 | Incapacity Planning, Intestate, Trusts, Wills, Wills & Trusts
If the answer is “no,” a recent survey shows that you are not alone. Only 4 in 10 American adults have a will or trust in place. While older Americans are more likely to have a plan in place (81 percent of those age 72 or older and 58 percent of...
by Lisa Adler | Aug 27, 2015 | Appointment of Healthcare Representitive, Incapacity Planning, Intestate, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
I just tweeted an article by a Boston financial planner, Dee Lee, who discusses the importance of parents with minor children getting their estate plans in place. I strongly feel that setting up an estate plan with protections for minor children is just as important...
by Lisa Adler | Jul 5, 2015 | Appointment of Healthcare Representitive, Incapacity Planning
It’s the stuff of parents’ worst anxieties when headed out of town for business or vacation, leaving their minor children at home in the care of a friend of family — their child is injured or becomes sick in their absence. Imagine, leaving with your...
by Lisa Adler | Feb 28, 2015 | Estate Administration, Incapacity Planning, Trusts, Wills, Wills & Trusts
This is a topic of much passion for me. Estate planning is a necessary protection for all parents with minor children. Yet, national surveys reveal that less than 40 percent of Americans with children under the age of 18 have their estate planning documents in...