No Picture
Articles

Chayet & Danzo, LLC., on Legacy Planning – LIVING WELL Magazine

Legacy Planning – Does your checking account make you who you are?
By Frank J. Danzo III and Marco D. Chayet, Chayet & Danzo, LLC., East Denver LIVING WELL Magazine

A will is crucial for ensuring your wishes are respected, but there’s another tool to consider. A legacy plan puts the focus not only on money and assets, but also on your values, morals, traditions and accomplishments. […]

No Picture
Articles

Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

TRANSFERRING WEALTH:
NARROW WINDOW, BIG OPPORTUNITY
By Ann Watkins, Attorney at Law, Brock, Clay, Calhoun & Rogers, LLC, North Atlanta LIVING WELL Magazine
Estate tax planning may not be the most stimulating topic of discussion in normal times, but for those of us who plan around estate and gift taxes for a living, recent events have been a veritable roller coaster ride. […]

No Picture
Articles

Craig Watson on Planning to Avoid Probate – Texoma LIVING WELL Magazine

Planning to Avoid Probate and Guardianship without Using a Living Trust

Craig Watson, Texoma LIVING WELL Magazine

Arvie is an 85-year-old widow in good health. She delights in her two adult children, who also enjoy a good relationship. Her will was drafted over a decade ago. She owns a house (debt free) and about $150,000 in cash. She has a long term care insurance policy in case she needs nursing home care. She wonders if she needs a power of attorney and a medical directive, so she schedules an appointment with an elder law attorney. […]