Blog Posts in July, 2013
Posted on Jul 18, 2013 By Steven R. Owens
For many people, passing along knowledge of their religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning ...
Continue reading "Incorporating Your Unique Faith and Values in Estate Planning" »
Posted on Jul 16, 2013 By Steven R. Owens
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn't necessarily ...
Continue reading "How to Leave Assets to Adult Children" »
Posted on Jul 11, 2013 By Steven R. Owens
When we create an estate plan for a client who has a child with special needs, whether it be a minor need or a significant disability, we always integrate a "parental substitute system," ...
Continue reading "The importance of a Letter of Intent for special needs planning" »
Posted on Jul 9, 2013 By Steven R. Owens
Many wartime veterans (any veteran who served even one day during a time of war) and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near ...
Continue reading "VA Benefits For Long-Term Care of Veterans and Their Surviving Spouses" »
Posted on Jul 2, 2013 By Steven R. Owens
With the Fourth of July and other summer vacations coming up for many of us, most of us create a "to-do list" of things we have put off and want to take care of before we leave. Here is a ...
Continue reading "8 Estate Planning Things to Do Before You Travel" »