by Deliberato Law Center | May 4, 2019 | Estate Planning Education, Uncategorized
If you’ve been pondering how to best organize your estate, you know that there is a lot to think about. Beyond designing a will, you ought to consider setting up a living trust, filing power-of-attorney documents, organizing bond or stock certificates, and researching...
by Deliberato Law Center | Apr 18, 2019 | Estate Planning Education, Uncategorized
There’s a saying that failing to prepare is preparing to fail. For the wonder-eyed among us this might seem like an uptight approach to life, but in the realm of estate planning, it is sound advice. Establishing an estate plan is merely a first step; preparing for the...
by Deliberato Law Center | Apr 10, 2019 | Estate Planning Education, Uncategorized
In this era of YouTube tutorials and robo-investing, it might seem only natural to take a DIY approach to planning your estate. After all, if online forums can teach you to fix your dishwasher without calling a plumber or set up an investment portfolio without...
by Deliberato Law Center | Apr 5, 2019 | Estate Planning Education, Medicaid, Uncategorized
It’s well-known that you don’t talk about religion, politics, or estate planning at the dinner table. Or, wait, was it just religion and politics? Estate planning might as well be on the list, though. Indeed, of the taboo topics listed, most young adults would prefer...
by Deliberato Law Center | Mar 27, 2019 | Estate Planning Education, Probate, Uncategorized
Losing a loved one is a heart-wrenching experience. Having to deal with the associated practical matters adds anxiety at a time when your energy could be better spent elsewhere. However, if in the course of your loss, you’ve inherited a 401(k), you will want to act...
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