Barrett Legacy Estate Solutions

Blog

  • July 16, 2019

The Problem with Joint Bank Accounts

Here’s an idea that sounds better than it is: Put children’s names on the...

  • July 12, 2019

Estate Planning for Military Families

Estate Planning for Military Families No matter the time of year, it is always...

  • July 12, 2019

Top 5 Budgeting Tips for Seniors

Money is one of life’s biggest concerns. People of all ages struggle to stretch...

  • July 1, 2019

Preserving Quality in End-of-Life Planning

We, lawyers, prepare powers-of-attorney documents so that when our clients can no longer act...

  • June 28, 2019

How Seniors Can Avoid Medicare Scams

By far the largest types of insurance fraud are scams against government and private...

  • June 21, 2019

The Uncertainty of Social Security Funding

Social Security benefits, which are funded through 2 trusts, may not be available for...

  • April 24, 2019

Estate Planning Checkup

Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup! Whether...

  • February 21, 2019

Holding a Family Caregiving Meeting

A family caregiving meeting is an essential tool when dealing with the care of...

  • February 12, 2019

Avoiding Common Estate Planning Mistakes

Are Any of These 11 Mistakes Lurking in Your Estate Plan? 1) Lack of...

  • February 1, 2019

Asset Protection for Physicians

3 Liability Planning Tips for Physicians You probably know that the practice of medicine...

  • January 2, 2019

Want a ‘Simple’ Estate Plan? Think Again

Happy New Year everybody! As the calendar turns to 2019, many people are thinking...

  • December 27, 2018

Estate Planning…A Must Whether You Have a Little or a Lot!

Estate Planning…A must whether you have a little or a lot! While everyone is...