Feb 24, 2020
“This is a gift to your loved ones…to do it the right way.”
“Inheritance is a gift, not a right.” ~Ann Fowler-Cruz, Attorney
In this episode Deirdre and Attorney Ann Fowler-Cruz discuss:
- How to find the courage to create a will
- How Ann chose her Elder Law career
- Certified Elder Law Attorney explained
- Why people resist created a will
- The reasons you need a will
- Which age you should create a will?
- Intestate explained
- The importance of Title on Asset
- Ways to inform beneficiaries who gets what
- Who holds the will?
- Legal requirements for a will
- Can you appoint someone to be your executor without them knowing?
- If you are the executor of a will is this written in stone?
- Nomination vs appointment
- The importance of a backup
- Creditor period, what is it?
- Do you need just a will or a will and a trust?
- Living Will vs Healthcare Directive vs Power of Attorney vs Trusts explained
- The important reason you need a will or a trust if you have children under the age of 18 years.
- Check your state laws
- Will contests explained
- The reason you should engage a Certified Elder Law Attorney
- What is probate? Delay and cost avoidance.
- What is a creditor period?
Favorite ice cream: Maple Pecan
Leisure time activity: Any water activities, Kayaking
Song that reminds Ann of her youth and why: Nothing But A House Party, J Geils
Call Attorney Ann Fowler-Cruz 203-749-5570 or email afowler-cruz@cohenandwolf.com
"Ann has been a staunch advocate for the elderly and the disabled for more than a decade. She has the distinction of being a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation* and is accredited to practice before the Department of Veterans Affairs. Her extensive knowledge in the area of elder law enables her to assist the elderly and the disabled in realizing the very best quality of life. Her elder law practice focuses on long-term care planning, asset preservation strategies, Medicaid applications, disability planning, utilizing conservatorships/guardianship and special needs trusts. Her estate planning practice includes the creation of wills, trusts, and advance directives. Ann also handles probate administration." Copied from www.CohenandWolf.com
This episode is sponsored by DeClutter By Deirdre, A Senior Move Management and DeCluttering for Aging In Place Company. Helping You and Your Loved Ones DeClutter, Move & Live a Fuller Life. Look at my website and contact me to work together at DeClutterByDeirdre@gmail.com www.DeClutterByDeirdre.com
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