Estate Planning: Know the Basics

When beginning your estate plan, your first task will be to inventory what you own. You may be surprised by all the tangible and intangible assets you have. Estimate some values, but obtain an appraisal on your home and statements from financial accounts. You will then need to work with a lawyer to prepare a… read more

What are the Top Aspects of a Will

Having a legal will with an independent executor and clearly identified beneficiaries can lessen the stress and emotional upheaval that stem from your death. Problems can occur when property beyond personal belongings is involved. Troubles abound as well should your will name unlikely beneficiaries or a large number of beneficiaries. Consider the following key points:… read more

How to Pick a Guardian for Your Child

How could someone possibly choose with ease the person who will fill the role of guardian for their children? The gravity of the decision is enough to weigh anyone down, and sometimes it’s distressing enough to prevent people from finalizing their wills. But something that might calm you down is the reminder that you can… read more

Benefits of Floating & Sensory Deprivation

June’s adventure in our Better Health, Longer Life series took our operations manager/client concierge Reggie Garcia to a floatation therapy spa. (We like to say that while our work at Triplett & Carothers often includes drafting estate plans to provide for disability and death, our goal is to put off using them as long as… read more

Oxygen Therapy for Better Health, Longer Life

Our Better Health, Longer Life feature this month is all about oxygen therapy. While our work at Triplett & Carothers often includes drafting estate plans to provide for disability and death, our goal is to put off using them as long as possible! “Mild Hyperbaric Oxygen Therapy (mHBOT)” involves breathing concentrated oxygen in a pressurized… read more

Mock Obituaries Help You Achieve Future Financial Goals

Take a moment to think about what your obituary would look like. How long would it be? What would it say about you? Like many other people, you may want to be remembered as someone who provided for yourself and your family. If that’s the case, think about what you might be doing currently that… read more

Top Estate Planning Questions

Can’t shake the feeling that you should be contemplating estate planning, but you have too many questions, so you put it off again? Want some answers before you have to navigate complicated situations? Here are some questions and answers: What’s the difference between a will and a trust? Wills become effective after death, while some… read more

Estate Planning During the Pandemic

For many people, their reason for starting the process of estate planning is family. Estate planning is the best way to set up your family for success in the aftermath of your death. While it is not fun to think about preparing your own estate, death is an inevitable part of life, and it’s better… read more

How To Pick a Trustee

When you’re making your estate plan, you can choose between many types of trusts. But whichever kind you choose, you’ll have to select a trustee to oversee your and your loved ones’ assets. Understandably, this important decision may give you pause. You need someone who will act in your heirs’ best interests. Many people start… read more

Finding a Part-Time Job in Retirement

What do you want to do when you retire? At first, many people answer, “As little as possible.” Or perhaps they decide to take a few trips they’ve been putting off. But in many cases, the novelty of sleeping in every morning wears thin after a few months or years. In many other cases, they… read more