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Happy Holidays from Katten & Benson

Greetings!

We hope you have a happy holiday season!

On

The first

Day of Christmas

 Katten & Benson sent out

A Miller Trust to sign and notarize.


On the second day of Christmas Katten & Benson

Sent out two Medicaid applications, and a Miller Trust to

Sign and notarize.


On the third day of Christmas Katten & Benson sent out three living wills, two

Medicaid applications, and a Miller Trust to sign and notarize.


On the fourth day of Christmas Katten & Benson sent out four Life Care fee agreements, three

Living wills, two Medicaid applications, and a Miller Trust to sign and notarize.


On the fifth day of Christmas, Katten & Benson sent out five Powers of Attorney, four Life Care fee Agreements, three living wills, two Medicaid applications, and a Miller Trust to sign and notarize.


On the sixth day of Christmas, Katten & Benson sent out six Lady Bird Deeds, five Powers of Attorney, four Life Care fee agreements, three living wills, Two Medicaid applications, and Miller Trust to sign and notarize.


On the seventh day of Christmas Katten & Benson sent out seven invoices for payment, six Lady Bird Deeds, Five Powers of Attorney, four Life Care fee agreements, three living wills, two Medicaid applications, and Miller Trust to sign and notarize.


On the eighth day of Christmas Katten & Benson sent out eight Affadavits of Heirship, seven invoices for payment, six Lady Bird Deeds, five Powers of Attorney, four Life Care fee agreements, three living wills, two Medicaid applications, and Miller Trust to sign and notarize.


On the ninth day of Christmas Katten & Benson sent out nine new email newsletters, eight Affadavits of Heirship, seven invoices for payment, six Lady Bird Deeds, five Powers of Attorney, four Life Care fee agreements, three living wills, two Medicaid applications, and Miller Trust to sign and notarize.


On the tenth day of Christmas Katten & Benson sent out ten Guardianship applications, nine new email Newsletters, eight Affadavits of Heirship, seven invoices for payment, six Lady Bird Deeds, five Powers of Attorney, four Life Care fee agreements, three living wills, two Medicaid applications, and Miller Trust to sign And notarize.


On the eleventh day of Christmas Katten & Benson sent out eleven income tax reminders, ten Guardianship Applications, nine new email newsletters, eight Affadavits of Heirship, seven invoices for payment, six Lady Bird Deeds, five Powers of Attorney, four Life Care fee agreements, three living wills, two Medicaid applications, and Miller Trust to sign and notarize.


On the twelfth day of Christmas Katten & Benson sent out twelve Estate Planning Questionnaires, eleven Income tax reminders,

 Ten Guardianship applications,

Nine new email newsletters,

Eight Affadavits of Heirship,

Seven invoices for payment,

Six Lady Bird Deeds,

Five Powers of Attorney,

 Four Life Care fee

Agreements,

Three living wills,

Two Medicaid

Applications,

 And Miller Trust to

Sign and notarize.

Candles


Molly's Musings

Happy Holidays, Everyone!

It's been a busy time, decorating trees and going to parties. I hope that you all have a chance to spend time with family, and in the middle of all the fun, I hope you find time to talk about some serious things, too.Christmas Molly

It's important to be familiar with your parents' financial information, so here are some questions to ask if you have the chance:
  • Who is their financial adviser?
  • Are their investments tied to a firm or are they independent?
  • Will the financial adviser let the adult children be involved in decision making?
  • Are there any risky investments to watch for?
  • Should I get involved now or later?
  • Where are all the assets?
  • Is there a power of attorney?
  • Should they make gifts?
  • Are benefits changing?
  • Is a trust of any kind needed?
I know these are hard things to talk about, but I have seen too many people have a hard time because they don't know the answers to these questions.

Happy Holidays!

Mollypaw print
Season's Greetings
Everyone here at Katten & Benson hopes you have wonderful holiday season. We will have regular office hours except December 24, 27 and 31, when we will be closed.

Sincerely,

Kim Olmedo
Katten & Benson
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