Sometimes, clients want to leave gifts for what I call their ‘super-extended family’ – their community. This could come in the form of a charitable donation to a church, beloved charity, or organization.
Are you getting close to retirement? Are you just creating your young family? Are you a young professional just starting out? Are you a person with loved ones? If you answered yes to any of the questions, estate planning, especially drafting a last will and testament, should be a priority for your future.
In Estate Planning, families are at the center of everything. But when a family member’s better judgment is clouded by vices – specifically drug or alcohol addiction – the task of managing an estate can become fraught with conflict.
I met with Ms. Linda and her son, a retired military veteran who cut his career short to care for his mother. She was intent on setting about creating a Last Will and Testament and Power of Attorney document. Ms. Linda’s son knew about honor, having participated in numerous missions. And that extended to his instinct to honor and care for his mom.
When a loved one is lost, sometimes physical reminders become all the more treasured. I’ve seen beautiful blankets made a parent’s old shirts, or stuffed animals made from the linens of a grandparent. But sometimes, when a loss is so great, and a loved one so missed – even before departing this earth – artifacts become almost critical to secure.
Meeting Michael Calogero for the first time isn’t as simple as meeting a man – you also meet his family.
