Monday, November 29, 2010

Why Do We Wait?

Many people come to my office and apologize for not getting their estate planning done sooner. Something has motivated them to get done what should have already been done. Why Do They Wait?

They wait for a child to be born; they wait for someone to die; they wait to have money; they wait for something bad to happen; they wait for something good to happen; they wait because that's what people do. We wait. So over the next few weeks, I will look at things to motivate you to action. To move us from reaction to action.

What will those things be? Wait, and see.

Contact our offices at for all your estate planning, probate and estate administration needs.

Friday, November 26, 2010

What About The Assets Left Behind?

Sometimes it takes the death of someone we love to realize the importance of having a Will.

Who will get your assets? Who will make sure taxes are paid? Who will determine what you have? Who will figure out what bank accounts you have? Who will take care of your children? Who will take care of your pets?

These questions are left unanswered BY YOU if you fail to plan. You leave it up to others to resolve these issues and it may not be in the best interest of your loved ones.

Tell me what are you waiting for? Contact us at for expert guidance.

Thursday, November 25, 2010

Happy Thanksgiving

It is Thanksgiving and folks are gathering at the homes of family and friends. It is a festive and happy time. It can also be a bit stressed and overwhelming as well. But, it is a Holiday. It is a time to take off. So, we can make it what we want it to be.
Enjoy the DAY!!
Happy Thanksgiving from us to you!!!

Wednesday, November 24, 2010

Intestate Means To Die Without a Will

Death is not a topic we like to talk about. So, we come up with interesting ways to refer to death , "kick the bucket". Does that make it less real? But it is real and it is inevitable. So before your last days, you want to get your affairs in order.

If you fail to plan, you leave the decisions to others including those you do not know.

Contact us at for expert legal advise.

Tuesday, November 23, 2010

Leap To Getting Your Affairs in Order

I know that frogs croaked. We all have heard frogs croaking day and night. When I researched terms used for death or when someone has died, "croak" was a part of the list. So, you do not want to "croak" without planning for those left behind.

Take the time to plan. It is easy, fast and the complex can be simply explained by a professional. We are here to take the worry away. Contact us at for your free consultation.

If not now, when.

Monday, November 22, 2010

In It To Finish!!

We did it!!! Yes, my marathon run was successful because of so many people. My trainers were, of course, awesome, Sharon Czebotar - Center for Human Performance, and Anne Van Thuyne, Trainer - Newtown Athletic Club. There were countless others at the marathon that made the difference for me.

At the 10 mile mark when my breathing was labored, a man came next to me and said "You sound as bad as I look." He did not look bad at all and paced with me for a mile with him telling me family stories as I got my rhythm back. At the 12 mile mark, a 20 year old cross country runner paced with me since he needed someone to keep him going. Can you believe I actually was able to support a 20 year old? He did the 1/2 marathon and waved me on. For miles 14-15, I was encouraged by a 65 year old man who was in the race for his personal goal of a 100 marathons in his lifetime. He was doing his 95th marathon. His speed walking paced my run. A 57 year old woman who had done a marathon in all 50 states helped me through miles 22 to 23. I was literally on my own for most of miles 24 - 26. There was no one around. The crowd was pretty thin but I pushed through to the end.

Thanks for supporting me in my run and donating to Jonathan and Jayla.

Monday, November 15, 2010

Who Will Serve As the Executor of Your Estate?

Getting your affairs in order is such an important action for all of us. However, most of us procrastinate or do not make planning for this eventuality a priority. So, I thought I would do a series on things that might motivate us to action. Last week, we addressed children or birth of a child as a motivator to act.

This week we look at the opposite of birth, death, as a motivator to action. The realization of our mortality can be incentive enough to get out affairs in order. Your assets can be wasted if you fail to choose an Executor and your family can not work together. It happens. So, why wait? Do not Procrasinate.

Don't let time run out on you.

Friday, November 12, 2010

When Should You Name a New Guardian

As a baby, our child's potential is unlimited. As our child grows, they develop interest and talents. Maybe she will be a dancer, a rocket scientist or a teacher.

You may name a guardian and then later in your child's life realize that another guardian would be more appropriate. There are many reasons to change your guardian. Some things that may trigger this decision include:

1. The age of your guardian

2. The age and talents of your child

3. The location of your guardian

4. Other changed circumstances of your guardian

5. Other changed circumstances of your child

The main thing to remember is that like other parts of your estate plan, updating is very important. It is not a once and done process but as your life changes, your estate plan evolves. We can help. Contact us at

Thursday, November 11, 2010

When do you choose a Guardian?

Even an Angel needs a guardian. Who will be your Angel's guardian if something happens to you?

You should choose a guardian once your child is born. For those who practice certain religions a child's godparents are named early on. Usually a baptismal ceremony is held with the godparents present. Godparents agree to take care of their godchildren should something happen to the parents. You may already have godparents for your children so you need to name those individuals in your Will as guardians to cover all bases.

Is your Angel covered? Contact us at if we can provide any further assistance.

Wednesday, November 10, 2010

Should The Court Decide Your Child's Guardian?

It is a miracle!!! Birth is just that!! For many having a baby has been a difficult journey. But then the miracle of all miracles happens, you give birth. You marvel at this being, so small, so dependent, so perfect!!

You feel happy at last to be a mother, to be a father. Now another journey begins. Yes, you will enjoy watching your little miracle child grow and develop. You will love a lot and you will worry a lot. But, through it all you wonder about your child's future. An important part of your child's future is determing who would serve as the guardian if anything should happen to both parents.

Do not take such an important decision lightly. You have given your child so much and why jeopardize that with a court's decision regarding your child's future. The time to have a Will done that names your preference for guardian is now. Do not wait, do not procrastinate. Contact our offices at to help.

Tuesday, November 9, 2010

Things to Consider in Naming a Guardian

So, you may not have 6 or more children. But your little pumpkin is just as precious and deserves your attention and focus on their future. If that future should be without you, what would you desire for your little one.

In thinking about a guardian, consider the following:

1. What will be the least disruptive for your child since loosing a parent is catastrophic enough.

2. Who has shown unconditional care and love towards your child?

3. Who does your child like to be around?

4. Who has similar values to yours including religious belief and educational goals?

5. Who is most unselfish?

These are just a few things to consider in making such an imporant appointment as a guardian. Think now and make that choice. You child will benefit. Contact us for further guidance at

Saturday, November 6, 2010

The Power of Your Legacy

Today I am presenting at Bucks County Community College, A Day For All Women. In the session participants will learn the 7 principles of wealth and recommended actions to implementa­tion. I will further provide a step-by-step understanding of estate planning.

Since women generally live longer than men, they need to use estate planning to their benefit and the benefit of their children.

Create a legacy of worth, protecting and preserving assets by attending this workshop. All are welcomed, November 7, 2010 at 8:30am until 3:00pm at Bucks County Community College.

Contact us at