The conversation about putting together your life's worth to be handed down either into the generations or a different choosing for donation or other choice, is not something most families want to do. Myself, I would rather talk about flowers, trees, and puppies, then sing a song.
However, it's needed as the days move ahead, our lives change. With change, comes age, then the day is here when the decisions must be made.
Your Will & Trust carries your wishes into generations; get this done...for you.
Home is where Your Heart is & Wishes Are
Your final wishes are just that ~ "Your Wishes" ~ and completely your choice what decisions you make. There should be not one person telling you what to do with your home, finances, or anything else. We strongly suggest you think about everything before 'Willing' your biggest assets to anyone. As ~'Home is where your Heart is'~, it's also where some of the biggest lifetime happenings occur; this is one of them. Please take a moment, get a cup of tea, maybe a cookie or two, then think about what you really want to do; it is after all 'Your Life'.
Comfort, home, and big decisions, your decisions. We mention something above about 'Your Wishes', and your family should be kept out of your decisions at all times regarding your Will & Trust. This is your choice; your life; your moment to decide. Whether it's who may have your best interest at heart, the one you chose that makes the best decisions in life, or simply your only family that's left to carry out your wishes, plus hold your property in manner & the way you wish. You may also wish to donate all or a portion of your Estate to a charity; these are~'Your Wishes'~.
Elderly Coercion & Your Estate
The one thing we state here, very seriously is the time when 'Elderly Coercion' comes in, and someone is saying to you, "You must do this or else..." that is something called "Financial Elder Abuse" in which must be fully documented and the authorities must be contacted. We provide lots of information on this website to educate you on these possibilities.
Taking care of your wishes is your business alone; no interference in your choices ever should be happening. Plus as far as who's business it is, that's your choice with whom you wish to share it with verbally & on paper. One very simple thing we suggest, is that you seriously think about divulging not only your wishes, but with whom you share this with. Before you share your final choices with anyone, we always suggest tea, but please take a moment, get that cookie or something yummy to eat, and think about everything.
The only person hearing your wishes is the one person putting it all on paper for you. After you've had your cookie & tea, and you've thought about everything, your life & wishes are golden; just as our lives are golden, this is your last moment once you move into a new abode in the sky. So, unless you make it someone's business, and think about that strongly first, as privacy is your choice, and is a very important thing, but it's no one persons business but yours. Once you've decided what you want to do, then the next person knowing, will be making your Will or Trust; the person that you choose.
Unless you make it known to others, this is your life; keep your wishes your own.
We want what's best for you and your choices. Please jot down a few notes, think about your Estate and the directions you have and/or want in place when that time comes. Planning ahead is always the best thing to do. If a Will & Trust is not prepared ahead of time, a nightmare could begin for your loved ones once your time is here, planning ahead, from our experience, is the most important thing you could do for 'Your Wishes' to be carried out forever.
At Up With People Legal we know first hand the importance of having a Will and a Trust ready for that very day when it's needed. Our Founder, Theresa, was served a probate action by her siblings, after her Mother, Barbara McCauley passed on two(2) years later. Theresa, although not a lawyer, ran the trial her family brought into court; challenging her Mother's 2015 Will & Trust.
It was in 2015 when Theresa's Mother asked her to do a Will & Trust. Her Mother asked her to attend a meeting with an attorney to learn options to get these papers completed. Because Theresa has a bit of legal knowledge with drawing up court papers, her Mother brought a thought to the attorney and asked if Theresa could do these papers for her. The attorney said if she can do court papers, this should be a breeze. Saving thousands of dollars, her Mother was very pleased with the outcome. Knowing the attorney gave Theresa the greenlight to get this done, in the end, the question is: did Theresa's work get her Mother's Will & Trust win at a Probate Trial in California? Yes it did. After nearly two(2) years in court, she persevered at trial, and won a full judgment on August 26, 2019. Theresa now owns her Mother's entire estate, located in California's San Francisco Bay Area.
Theresa can help you get your Will & Trust done. If you are interested in getting your final papers completed, please contact her at: upwithpeoplelegal@gmail.com