Crypt Tips

Topical information to help you understand and get organized!

Organized Household

Plan Well. Live Well. Have An Organized Household.

Your household and business/career are “for profit” undertakings and neither achieve success by accident. In each case, short and long term planning provide a road map to achieve desired milestones as well as a guide to allow for accurate, timely adjustments along the way in the event circumstances change. The result is greater peace of mind, fewer delays, lower costs, in addition to reducing risk and the potential for conflict. In short, effective estate and business succession planning is both an exercise in self-care and a gift to those about whom you care.

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Incapacity and Disability Planning

Plan Well. Live Well. Manage Incapacity and Disability.

Unlike death and taxes, incapacity and disability are not guaranteed, but the risk is not zero either. This adds an element of uncertainty to estate planning that is often underestimated. Where an existing situation exists, it can help to clarify challenges, but it does not eliminate risk such as potential underfunding, exposure to unintended tax implications, and uncertainty about treatment and end of life wishes. In either case, an honest and conservative approach to planning can help ensure access to appropriate financial and other resources to allow all affected persons to adapt and thrive in the face of incapacity or disability.

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Estate and Succession Overview

Plan Well. Live Well. Leave an Organized Estate.

Your household and business/career are “for profit” undertakings and neither achieve success by accident. In each case, short and long term planning provide a road map to achieve desired milestones as well as a guide to allow for accurate, timely adjustments along the way in the event circumstances change. The result is greater peace of mind, fewer delays, lower costs, in addition to reducing risk and the potential for conflict. In short, effective estate and business succession planning is both an exercise in self-care and a gift to those about whom you care.

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Executor and POA

Plan Well. Live Well. Be an Effective Executor, Trustee or Attorney/Guardian for Property and Care.

Executors, trustees and attorneys/guardians are all part of the legal category known as “fiduciaries”. What this term means is that a person (or an entity such as a trust company) has been appointed to act on behalf of the person appointing them in the case of attorneys and guardians, or on behalf of beneficiaries in the case of estates and trusts. The key rule to remember is that all fiduciaries are required to act in the best interests of the person(s) they serve. They are also required to keep records of the decisions they make and all property or finances they are administering.

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Business Succession

Plan Well. Live Well. Be Succession Ready.

You have worked hard to build a business and a reputation. Along the way, you will have encountered and survived a range of challenges – even thrived. There may have been a measure of luck to your success, but more likely it is the result of a combination of factors including having a business plan (even if informal), sticking to the plan where appropriate and being wise and nimble enough to adapt as needed, with some assistance from professional advisors now and again.

Crypt Tips

Organized Household

Incapacity and Disability Planning

Estate and Succession Overview

Executor and POA

Business Succession

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