Make Sure You Can Be a Pa…

Make Sure You Can Be a Parent to Your College-Aged Child in an Emergency

September 13th, 2022
Posted By
Chelsea Bertram
Preparing to send your son or daughter to college is one of the most exciting, and nerve-wrecking times for a parent! You’ll worry whether they will eat properly, study enough, and get enough sleep. While we can’t help with these everyday concern… Read More
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Categories: College Protection Plan, College Students, Estate Planning, Health Care, HIPAA, Power of Attorney

When Do I Need to Start Estate Planning?

February 21st, 2020
Posted By
Chelsea Bertram
Ensuring that you have an estate plan in place, even at a young age, can be crucial to having your affairs handled in the manner that you choose. Many individuals fail to engage in estate planning early in their lives because they don’t believe tha… Read More
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Categories: Current Affairs, Estate Planning, Estate Planning Attorneys, Estate Planning FAQ, Health Care, HIPAA, Power of Attorney

What Do I Have to Do if I Am Named Executor of My Mother’s Estate?

March 26th, 2019
Posted By
Chelsea Bertram
Acting as the executor or personal representative of anyone’s estate comes with significant responsibilities. Completing all of these duties can be complicated and typically requires the assistance of an experienced estate administration attorney w… Read More
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Categories: Estate Planning FAQ

What Are PODS and TODS?

March 21st, 2019
Posted By
Chelsea Bertram
Payable on death (POD) accounts and transfer on death (TOD) accounts are very similar, in that they pass account proceeds directly to the person of your choice upon your death, without going through the probate process. The only difference between th… Read More
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Categories: Estate Planning, Uncategorized