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Watch Out for a New Health Insurance Phone Scam!
By: Caroline Bielas, 11/24/2021
The pandemic has certainly been a boon for phone scammers. According to
a 2021 Harris Poll and Truecaller ID survey, nearly 1 in 3 Americans have
fallen victim to a phone scam in the last year, and 59.4 million Americans lost
money to a phone scam, costing a record-high average of $502 per person and a
total of $29.8 billion (yes, billion).
Charging stations & Estate Plans – Part 2
By: Caroline Bielas, 8/16/2017
After seeing how cool the charging station was, I of course had to order
one for my home. I went on Amazon and
ordered one right away. I didn’t check
to see if it was the same one, it looked like it so I figured it was fine. When I took it out of the box and plugged it
in, I was baffled. There were no
charging cords for the different kinds of phones. I didn’t read the fine print to see that the
model that I had ordered didn’t come with cords, the cords were sold
separately. In order to make it work, I
had to place two more orders – one for iPhone cords and one for Android cords. I didn’t feel so great about my charging
station after placing those orders. Yes,
it does what I want it to do and it is helpful.
I just didn’t like feeling like I paid for one thing and then got
something that I had to pay more for to have it work the way I wanted.
Charging stations & Estate Plans – Part 1
By: Caroline Bielas, 7/26/2017
I discovered that my mom had bought a charging station for her house for guests
to use. What a great thing! Especially since either I or one of my kids usually
have the dreaded low battery flashing on our phones while at her house. The charging station
has cords for all of the different types of phones and tablets, how convenient! Anyone that has ever had to endure a long
car ride with kids who cannot use their phone or tablets because they killed
the battery knows how nice it is to have the opportunity to charge it before
Estate Planning and The Holidays Part 2
By: Caroline Bielas, 1/2/2017
As 2017 quickly approaches, carve out some time to think about what you
would change about 2016 if you could.
2016 was a tumultuous year for our country and for many people. 2017 provides each one of us with the
opportunity to make things different. To
better ourselves and our communities.
Each of us has different talents and gifts, but we can all make our
little corner of the world better. How
will you improve yourself and your world in 2017? Will you be kinder? Will you join a gym? Will you listen more? Will you finally get your estate planning
done? Get your financial house in order?
Estate Planning and The Holidays Part 1
By: Caroline Bielas, 12/21/2016
Isn’t it funny how the holidays can make us all feel like kids again? When it comes to holiday joy, the suspense of opening that special gift, or the warm feelings we get when surrounded by our loved ones – the holidays can be a big positive. When it comes to feelings of dread over seeing a certain family member, or guilt over not being able to visit our family members, or sibling rivalries resurfacing – the holidays can be a big negative.
Dirty Deeds - Part 2
By: Caroline Bielas, 1/15/2014
Legal Services plans provide discounted or free legal services to their members. In our practice, we see many clients who have availed themselves of free or low-cost estate planning services through legal services plans. A recurring issue that we have seen in legal services planning and in older estate plans done by attorneys who do not specialize in estate plans is the "record it later” deeds. The attorney drafts the deed either transferring the home into the client’s trust or to children upon the client’s death, but tells the client not to have the deed recorded until "later”. Usually this means that the client’s heirs will record the deed after the client dies. more
Happy 2014 from Huron Valley Law Center
By: Michael Hickox, 1/1/2014
Huron Valley Law Center (HVLC) wishes you and your staff the very best for 2014. HVLC looks forward to working together with you in 2014 to discover mutually beneficial business opportunities.
In addition, we currently have several informative public seminars on estate planning and related issues scheduled that may benefit your clients. If you or your clients are interested in attending any of these seminars, the following is a list of upcoming seminars for January and February: more
Dirty Deeds - Part 1
By: Caroline Bielas, 8/20/2013
Real property ownership is evidenced by deeds and property ownership transfers through deeds. That much is easy to understand. Drafting property deeds is easy too. One just looks up a quit claim deed form on the internet, enters property information, slaps on $1 consideration and it’s good to go! Right? Wrong! more
The Wealth Counselor - Three Simple Ways to Sell Complex Solutions
By: Michael Hickox, 6/1/2013
When it comes to financial and wealth planning issues, more often than not, people go to a professional they trust. They may be working with a financial planner, CPA, agent, or banker, but when trust and estate concerns arise, clients need their trusted advisor to listen to their needs and to explain things clearly. Trust and estate concerns are often technical issues, and this can lead to three common mistakes on the part of the professional: more
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