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NEW Studies show electronic health records routinely fail to give doctors access to advance directives.

by Net Sheet Calculator | Feb 1, 2017 | Advanced Directives, Estate Planning

All our estate planning clients receive a free membership in the DocuBank advance directives registry to make sure their advance directives are always available at the hospital. New studies prove the importance of this access. Two new studies show that ER doctors are...

Why Your Estate Planning Project Must Morph into a Process

by Net Sheet Calculator | Dec 23, 2016 | Estate Planning

  Most, if not all, people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your...

Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too

by Net Sheet Calculator | Nov 23, 2016 | Estate Planning

Anyone who wants to leave a long-lasting financial legacy for their family needs more than a financial plan, which is only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look...

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

by Net Sheet Calculator | Nov 8, 2016 | Estate Planning

As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper...

To-Do List for After a Loved One Dies

by Net Sheet Calculator | Sep 17, 2016 | Estate Administration, Estate Planning

If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town...

Stress Test Your Estate Plan with These 6 Questions

by Net Sheet Calculator | Sep 16, 2016 | Estate Planning

So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are...
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Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters, and electronic mail. Contacting us does not create an attorney-client relationship, a duly executed fee agreement with Goodwin Law, P.A. is required.

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