Author Archives: Tyler Barrett

3 Liability Planning Tips for Physicians You probably know that the practice of medicine is a profession fraught with the risk of liability.  It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including employment-related issues, careless business partners and employees, and […]

Happy New Year everybody! As the calendar turns to 2019, many people are thinking about their goals for the coming year. One of those goals may be estate planning. At first blush, you might think: “I just need something simple”. After all – trusts are only for the Rockefellers of the world, right? Not so […]

Estate Planning…A must whether you have a little or a lot! While everyone is celebrating during this holiday season, the manner of these celebrations can vary based on differing family traditions, religions, and geographic regions. Estate planning is no different—protecting your family’s future must be customized to fit your and your family’s unique needs. No […]

Alzheimer’s Factors to Be Aware Of According to the Alzheimer’s Association, Alzheimer’s disease is a type of dementia that causes problems with memory, thinking and behavior. Symptoms usually develop slowly and get worse over time, becoming severe enough to interfere with daily tasks. Alzheimer’s affects a growing number of people. There are several factors known […]

Wills vs. Trusts: A Quick & Simple Reference Guide Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like me, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t […]

New Opportunities for Wartime Veterans The Department of Veterans Affairs (VA) recently released new eligibility rules for the VA pension program. VA pension, a tax-free monthly cash benefit, is available to wartime Veterans who served at least 90 days of active duty service with 1 day during a declared period of war. Surviving spouses of […]

Introduction You may think your living will is in order, including instructions regarding resuscitation commonly referred to as a DNR (do not resuscitate). While your wishes in a living will may be appropriately documented, that does not guarantee the instructions will be carried out as you stated. The frightening truth is that mistakes about your […]

Estate Planning: Why Me, Why Now, and Is a Will Enough? You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may feel that you are […]

There’s Never A Better Time Than Now To Get Your Affairs in Order The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season. But, getting started is much easier than you think. In fact, the end of the year is a […]

Big “Life Changes” Often Mean Big “Estate Plan Changes” Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once […]