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Showing 6 posts by Jonathan J. David.

Executing Estate Planning Documents Outside of Attorney's Office

Mailing in Estate DocumentsOccasionally clients will request, for one reason or another, that I mail them the originals of the estate planning documents I prepared for them so that they can have them executed outside of my office at a bank or some other financial institution.  Read More ›

Categories: Did you Know?, Estate Planning

When It Comes To Estate Planning, Coordination Is Key

Dominoes LeaningThe primary reason most people engage in estate planning is to name who they want to receive their assets when they pass away. Beneficiaries can be named in a will, a trust or pursuant to a beneficiary designation. When naming beneficiaries, it is critically important that your will and your trust (if you have one), not only coordinate with each other, but with the beneficiaries you have named on your various investments, as well as with how your assets are titled. Failure to properly coordinate in all of these areas could have unintended, and in some cases, disastrous consequences. Read More ›

Categories: Estate Planning

Importance of Durable Powers of Attorney

Powers of Attorney on TypewriterWhen people decide to engage in estate planning, typically they focus on naming the beneficiaries of their estate and making sure their estate avoids probate when they pass away. In most cases, these concerns are addressed by the preparation of a will, a living trust and certain probate avoidance documents. Those standard documents are an important part of the overall estate planning process, however, durable powers of attorney for financial matters and health care are just as important for other reasons. In fact, regardless of whether they have an estate plan, every adult should have these two durable powers of attorney. 
Read More ›

Categories: Estate Planning, Powers of Attorney

Should Your Family Business Keep a Corporate Minute Book?

Father and Son at WorkMany corporate clients ask why they should spend the time and money to maintain a corporate minute book. This is especially common in small or family-run operations. Other corporate clients don't even bother asking the question, they simply don't do it. Read More ›

Categories: Audits, Compliance, Did you Know?, Liability

Survivor's Checklist: What to do When a Loved One Passes Away

Funeral of a Loved OneWhen someone dies there are many important things that need to be addressed by the survivor or survivors, and some of those things that need to be addressed are time sensitive.  Read More ›

Categories: Estate Planning, Powers of Attorney, VA Aid & Attendance

Resource to Keep Senior Caretakers Organized

Elder Couple on LaptopIt is no secret that 2020 has been a whirlwind. Over the past six-plus months, the pandemic has been especially difficult for seniors as many continue to shelter in place, away from friends and family. Read More ›

Categories: Elder Law, Long-Term Care

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Survivor's Checklist

Due to the shock of the death of a spouse or a loved one, the steps of what needs to be done first can be an overwhelming process for the survivor(s). To aid in the breakdown and to act as a tool amidst the emotional days ahead, estate planning Jonathan "Jay" David has assembled a "Survivor's Checklist" of some of the important things that need to be addressed when a spouse or loved one dies.

COVID-19 Checklist & Elder Organizer Tool

For adult children responsible for their elderly parents and other senior caretakers concerned about protecting loved ones as the COVID-19 pandemic continues, below is a free downloadable checklist of steps to follow to prepare for any possible COVID-19-related illnesses among the most-vulnerable.

Download Button: Checklist

Foster Swift has created a free ‘Elder Organizer’ digital notebook to provide seniors and their caretakers with a toolkit that helps organize doctors’ appointments, medications, and more that can be shared online. The tools below are also available on the Elder Law Resources page.

*For those trying to access these links by smartphone, it is best practice to copy/open the link in a separate tab and download the free Google Sheets app from Google Play or the Apple Store.

Using the Elder Law OrganizerMedication & Appointments ButtonVisitor Log & Photos/Media ButtonPrivate Care Schedule ButtonElder Law Resources Button

E-book Covers Estate Planning Essentials

Estate Planning Cover

Engaging in estate planning, while essential, is often emotional and generates many questions. How do I protect my spouse and my children if something happens to me? What happens if I become disabled before I pass on? Who will take care of my pet after I'm gone? How do I pass my business on to my children? These questions and more are addressed in Jonathan David’s recently updated e-book, “Estate Planning: You Have to Start in Order to Finish.”

Need Help Planning?

Helping Hands

For more tools, visit our Elder Law Resource page for additional content. Click here to view/download the Foster Swift estate planning brochure to see what our experienced team of attorneys can do for you.

Meet the Team

Foster Swift Elder Law Team
Watch attorney Matthew Fedor explain a brief overview of elder law and how it can help either your or your loved ones.