Estate Planning
Roadmap for HeirsBy Paula H. Hogan
In the event of your sudden death or incapacity, your heirs need a map of your personal affairs. Use the following list as a starting point. Keep it up to date and be sure your heirs have a current copy.
Taxes, And Illness, And Death, Oh My! When to Go See the Estate Planning Attorney And What to Say When You Get There
By Paula H. Hogan
Quarterly Note, Fourth Quarter 2001
It is well known that the best way to motivate someone to go see an estate planning attorney is to arrange a trip to a far away place. I found this out myself several years ago when I called our attorney to request an update of our estate plan documents and further inquired about the possibility of a quick turn around time. After a polite pause, the attorney laughed heartily and asked: “Where are you going, Paula?”
Closing One Door and Opening Another: Distributing Personal Possessions to Heirs
By Paula H. Hogan
Quarterly Note, June 2000
Each stage in life brings losses, a need to leave something behind. Whether the losses are big and distinct as the are for older persons—or subtle but still surprising as they are for adult children, losses call for thoughtful reflection, in particular, on the idea of how “when one door closes, another opens.”
