Tag Archives: Estate planning



Our Weekly Tip: Make Your Codicils Legal

Review your state laws to ensure that any amendment to your legal will is honored
Posted on April 2, 2016 by Juniper Quin (Blog Writer, SevenPonds)

Our Tip of the Week: Writing a legal will is an important act of love for anyone who wishes to make the distribution of their estate easy for their loved ones. Your legal will is effective immediately upon completion, but … Continue reading →

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How Can We Open Conversations about Aging with our Elderly Parents? An Interview with Katharina Dress

Katharina Dress from Aging in Harmony talks about faciliating discussions between the elderly and their families
Posted on March 26, 2016 by Christopher Hewitt (Blog Writer, SevenPonds)

Today, SevenPonds speaks with Katharina Dress from Aging in Harmony, an organization that provides communication support for elders and their families and caretakers. Katharina has a masters degree in communications from San Francisco State University and has completed extensive training … Continue reading →

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Our Weekly Tip: Provide for Aging Parents in the Event of Your Death

Don't assume that your parents will be the first to die
Posted on March 12, 2016 by Kathleen Clohessy Editor-in Chief/SevenPonds

Our Tip of the Week: As the baby boomer population ages, many people in their 60s are caring for elderly parents in their homes. They provide financial assistance, help with daily activities, run errands, consult with healthcare providers and generally assist … Continue reading →

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Our Weekly Tip: Designating Beneficiaries To Take Care Of Your Assets

Plan ahead for the distribution of your assets after your death
Posted on February 20, 2016 by Ellary Allis (Blog Writer, SevenPonds)

Our Tip of The Week: Most retirement plans, annuities and life insurance policies let you designate beneficiaries who will take control of your assets after you’re gone. By designating beneficiaries, your estate will not have to go through probate — … Continue reading →

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Our Weekly Tip: Designate a Financial Power of Attorney

This can ensure your assets remain secure
Posted on January 9, 2016 by Juniper Quin (Blog Writer, SevenPonds)

Our Tip of the Week: Designate a trustworthy person in your life as your Financial Power of Attorney. A Financial Power of Attorney is similar to a Health Care Proxy. While a Health Care Proxy is an individual you have … Continue reading →

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Our Weekly Tip: Estate Planning and Naming a Guardian for Your Young Child

How to elect the right guardian for your minor child in the event of your premature death
Posted on December 19, 2015 by Ellary Allis (Blog Writer, SevenPonds)

Our Tip of the Week:  The majority of parents of minor children in the United States do not have wills. If you are the parent of a minor child, the idea of choosing an appointed guardian in the event of … Continue reading →

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