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Archive for the 'Julie Hall' Category

When The Gift Is Personally Made …

Friday, August 29th, 2008

Often my presentations and writings have this same theme that when seniors have avoided making choices by doing nothing for their estate planning and distribution, they are actually making a decision with dire consequences. When working with seniors, I always recommend that they distribute their treasures personally now or in writing for distribution at death. [...]

The Face of Exploitation Is Often a Familiar Face

Thursday, August 28th, 2008

Hiring a personal property appraiser may cost a little upfront, but should be considered an inexpensive insurance policy that you are not giving away items that are worth a fortune. It happens more than you know. The same is true for mom and dad if they would like to know the values ahead of time [...]

One Man's Garbage Is Another Man's Treasure

Wednesday, August 27th, 2008

The biggest challenge is when the children walk into their parents’ homes feeling completely overwhelmed by the accumulation of "stuff." Because this generation rarely threw anything away, the children are left to dissolve the estate often with consequences.
Among the myriad of bread twister ties, Cool Whip containers, pie tins and peanut butter jars, you will [...]

Having "That" Conversation With The Silent Generation

Tuesday, August 26th, 2008

Dealing with the infirmity or death of a parent is difficult.  If this requires the dispersing his or her belongings, the pain may be even greater and the matter becomes worse because mom and dad may not have discussed their final plans and wishes with their children. At times, both male and female children either [...]

Dealing With All The "Stuff" The Great Depression Generation Leaves Behind

Monday, August 25th, 2008

Seventy-eight million Boomers are either going through it, getting ready to go through it, or are paralyzed by it.
When loved ones pass away or an elderly family member is infirm, it is an extremely stressful time for those left in the wake. The last thing anyone wants to think about is how to deal with [...]