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Home / Archives for Retirement Planning

The Basics: “HIPAA” Powers

August 27, 2020Elder Law, Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Retirement Planning, Special Needs Planning, Veteran's Administration

Sign your Financial Power of Attorney and Healthcare Power of Attorney

This is the third in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. The second article examined the Healthcare Power of Attorney and Advance Directive. This third article in the series focuses on a “HIPAA” Power of Attorney. These three documents are the keystone in even the most basic estate plan. Power of Attorney Brief Review Earlier in the series, we saw that a Power of Attorney is a document by which you appoint someone as … [Read more...] about The Basics: “HIPAA” Powers

The Basics: Power of Attorney for Healthcare

August 13, 2020Elder Law, Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Retirement Planning, Special Needs Planning, Veteran's Administration

Sign your Financial Power of Attorney and Healthcare Power of Attorney

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This article concerns the Healthcare Powers of Attorney and Advance Directives. This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance … [Read more...] about The Basics: Power of Attorney for Healthcare

The Basics: Financial Power of Attorney

August 13, 2020Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Retirement Planning, Special Needs Planning, Veteran's Administration

Sign your Financial Power of Attorney and Healthcare Power of Attorney

A Power of Attorney is part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This is the first in a three-part series of articles on Powers of Attorney. This first article examines the Financial Power of Attorney. The second article will address the Healthcare Powers of Attorney. The third article in the series will focus on a “HIPAA” Power of Attorney. These three documents … [Read more...] about The Basics: Financial Power of Attorney

Life Changes

August 15, 2018Elder Law, Estate Planning, LGBTQ Planning, Medicaid Planning, Probate, Retirement Planning, Special Needs Planning, Trust Administration & Probate

Life Changes for Ethan, Ella & Abigail

Life changes...Heraclitus said, “The only thing that is constant is CHANGE.” As our children create new chapters in their lives and we begin new phases of ours, we look upon these milestones years later and remember life’s changes.  As Christina’s children, Ethan and Ella, get ready to go to new schools, Windy’s child, Abigail, embarks on a new journey as she faces school for the first time.  Life is constant change. We will all face changes and transitions as we travel through life: going to … [Read more...] about Life Changes

Back to School List – Estate Planning Firm

August 2, 2018Elder Law, Estate Planning, Family-Owned Businesses and Farms, Financial Planning, LGBTQ Planning, Medicaid Planning, Probate, Retirement Planning, Special Needs Planning, Trust Administration & Probate, Uncategorized

Estate Planning Firm for your family

There are several types of lists you think of when going back to school: supply list, apparel list, must have list, and the list goes on.  As you are planning and getting those kiddos back into school, there are several things you should be thinking about too...FINDING THE RIGHT ESTATE PLANNING FIRM.  I know, it typically does not rank at the top of the list, but why not let it be at the top of the list this year.  You have procrastinated long enough. When you search for the Right Estate … [Read more...] about Back to School List – Estate Planning Firm

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September 18, 2020
    

I have been a client of Cochran Gersh Law Offices since 2005. I can’t say enough good things about them. Absolutely first rate! Thanks to the team, my estate and trusts are set up and my family won’t have to deal with an unorganized mess when I am gone.

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