Advice from Doug
- Don’t let inaction cause family descent. In one instance, Mom promised her mantle clock to two sisters. When one took the clock, the other never spoke to her again. One fix is to put name labels on “precious items” with marking tape. A more certain solution is a simple Last Will and Testament. Families with young children need to consider protecting the kids with a Testamentary Trust.
- Accidents, strokes and other unforeseen troubles can rob you of your ability to decide matters of importance. You can speak now to name your proxy with a Power of Attorney, Health Care Directive and Health Care Designee. Costs are minimal and you make the decision at a fraction of the cost for a Court-appointed Conservator.
- This is a good time to look after things that matter and rid yourself of things that don’t. Give them to charity. Most non-profits will give you receipts that may save on taxes, and you get rid of clutter.
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