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29 May
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Coronavirus Pandemic Highlights the Importance of Clear Health Care Directives

Posted by Bobby Feisee
in Bobby's Blog, News

CNN published a heart wrenching article by Louis Foglia that detailed his father's last days and tragic passing as a result of COVID-19. Foglia's article provided an immersive experience into the intense stress, anxiety and uncertainty that accompanies having a loved one in the hospital struggling to stay alive due to the Coronavirus. Foglia's father battled the Coronavirus for 31 days but ultimately succumbed to the deadly virus. I strongly encourage you to take the time to read Foglia's article from start to finish. It both encapsulates the life and memory of his father while also highlighting the immense importance of certain estate planning documents while someone is nearing the end of their life. For example, Foglia discusses the venture into his family home to try and locate a copy of his father's Health Care Directive and Last Will and Testament. While reading Foglia's article, I got the sense that estate planning and...

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15 October
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Simple Estate Planning for Your College Kids

Posted by Bobby Feisee
in Bobby's Blog

It is a day most parents dream of, and dread, all at the same time – their child makes the voyage into adulthood and heads off to college. Keep in mind, even though you may view your son or daughter as a child, in the eyes of the law, when they turn 18, they are a legal adult. As a result, they need to have some essential estate planning documents in place. An estate plan is critical since it provides directives on who will be appointed to make medical and financial decisions in the event your son or daughter is unable to do so. Obviously, this is a scenario no parent wants to contemplate, but it is better to be safe than sorry. Lack of Assets Not an Issue Not many college-aged kids even think about drafting an estate plan. This may be due to the mistaken belief that you need assets like...

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03 December
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As the New Year Approaches, Take Time to Re-Examine Your Estate Plan

Posted by Bobby Feisee
in Bobby's Blog

We’re rapidly approaching 2015 and now is the time that many people take a step back to take inventory of big events in 2014 and plan for the new year. If you have an estate plan, it’s a good rule of thumb to re-examine your plan at least once a year (do NOT put together a plan and throw it into a lockbox for all eternity- it simply will not work). If you do not have an estate plan, you should make it a goal for 2015. Remember, estate planning is not just for you, it is also about making a smooth transition for your loved ones in the event of your disability or death. Here are some important areas to review, or incorporate, into your estate plan: 1. Your preferred medical care. Medical care is an important part of a well-thought-out estate plan. You need to define how...

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