Category Archives: Estate Planning

Gave presentation regarding special needs trusts and planning at Capital Area Center for Independent Living

Today I gave a presentation at Capital Area Center for Independent Living (CACIL) regarding the uses of special needs trusts and Medicaid planning, guardianships and conservatorships, and helping individuals with special needs to live in the least restrictive setting possible. Learn more about CACIL here.

Before Passing Along Valuables, Passing Along Values

Todd Fithian recently made a film for his four children. “I took the time to capture my stories, life lessons and family traditions, many of which have been passed down to me from my parents,” says Mr. Fithian, a 43-year-old managing partner of Legacy Cos., a Hingham, Mass., consulting firm to financial advisers. “These things…

Don’t add a loved one to your deed

The contexts vary, but the question remains the same. People say they want to add a loved one’s name to their deed and want reassurance that it’s a good idea. Sometimes the question is asked by an elderly parent who wants to add an adult child or grandchild to the deed in an attempt to…

Pet Cemetery Plots for People Becoming More Popular in Texas

Land doesn’t come cheap unless you’re buying a plot in a pet cemetery — for yourself.  Texans wanting to find a final resting place at a discount — and remain close to their furry friends for eternity — are increasingly snapping up plots in pet cemeteries for themselves, WFAA-TV in Dallas reported. Texas law doesn’t…

Can you make your heirs honor your beliefs?

For many people, estate planning isn’t just about financial assets and other practical concerns. It’s also about honoring their religious beliefs and passing those values on to family members.  That can be very tricky ground. Religious beliefs can affect a wide range of decisions, from end-of-life health care and organ donations, to funeral, burial or…

Law Office of Raymond A. Harris, PLLC takes course in advanced asset protection

http://jamespublishing.com/books/aps.htm

Where there’s a will there’s a way to store it

 Sam just signed his last will and testament. He is planning to leave his estate equally between his two children, one in Calgary and the other in Winnipeg. His lawyer asked him where he planned to store the original copy. Good question. There are a variety of popular and not so popular places where…

Attended seminar: “Physician Orders for Life Sustaining Treatment”

The Physician Orders for Life-Sustaining Treatment (POLST) Paradigm program is designed to improve the quality of care people receive at the end of life. It is based on effective communication of patient wishes, documentation of medical orders on a brightly colored form and a promise by health care professionals to honor these wishes. http://www.ohsu.edu/polst/about/index.htm

Whitney Houston’s estate planning mistakes

“Whitney Houston’s only child, Bobbi Kristina, was potentially left in a tough situation when her mom died. The estate taxes possibly taken out of her inheritance could be dramatic because of awful financial planning and terrible advice from her lawyers and accountants,” explains Rocco Beatrice, managing director of Estate Street Partners, parent company of UltraTrust.com,…

Power of attorney and healthcare proxy are both needed

The Facts: I thought that the only legal document I would need in the event of a medical emergency was a healthcare proxy. However, a friend told me that a power of attorney (“POA”) can play a critical role in a medical emergency. The Question: Is this true? The Answer: Absolutely! While the person you…

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