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January 2017 Newsletter

Happy New Year to you and your family!
 
I trust you had a wonderful holiday season with your family. This newsletter is focused on making the most of the New Year in 2017. I want to start the year off by focusing you on how to best protect yourself and your family throughout the coming year.
 
You may notice we have a brand-new newsletter design. We have updated it so you can easily read and enjoy it from anywhere, using a mobile responsive format. This update is part of our ongoing commitment to growing in our firm to meet your needs and provide the best experience possible. In addition to the updated newsletter design, we will share with you when my new book comes out early this year together with the advanced training and education I am engaging in to be able to better serve you this year and going forward.
 
I look forward to seeing you this year!
 
Sincerely,




Patrick

Now that the kids are back in school all of us are able to take the breather we need after the chaos of winter break. While having our families around us is wonderful, and one my favorite parts of winter break, it doesn't leave much time for getting anything done outside of immediate daily activities.
 
Even if it's just fifteen minutes each morning after the kids are on the way to school, each of us can reclaim a few minutes in our day. After we settle back into our normal routine, let's use this time to think about the planning we need to protect our kids. When it comes to planning for families, these are my top three planning tips:
 
1. Emergency contacts at school and at home.
 
When was the last time you checked in on the emergency contact list at the school? While most of us provide this information at the start of the year, it never hurts to check in and make sure the school has all the correct information. Also, make sure that the information you provide is in line with your estate planning documents. Often, I see families who have very different school records and estate planning initiatives.
 
2. Family preparedness plan.
 
Make sure everyone who is an emergency contact knows he or she is an emergency contact. You can never provide too much information to people who will be in a position to make decisions on your behalf in a crisis. Consider having a family meeting in the new year to discuss everyone's roles or creating a shared document of important contact information so everyone has the information they need in easy reach.
 
3. Talking to older kids.

Think about when will be the right time in your family to talk to older kids about these choices. This will depend on the maturity of your child, but when it is appropriate you want him or her to have an idea of your plans should a crisis happen. It can be as simple as saying, "If I can't pick you up from school Aunt Sally will be there," to give your kids the peace of mind that comes from what happens should they not see you on a given day. For older kids, it may be time to share parts of your estate plan with them.

 

Tips for Before You Travel This Year is Part 1
of our Travel Safe! Series


Planning a trip can be almost as fun as going on the trip itself! Looking forward to packing what you'll need during your trip and planning ahead for what you will do once you get there is part of the process, but how much time do you spend with your mindset on the homefront? Preparing yourself to leave? Often, we are so focused on the trip ahead that we forget about the pre-planning that needs to take place before we head out the door.


It is key for you to make sure you and your household are set up for travel. Whether you plan to be gone for a long weekend or a month, our five pre-planning preparations will serve you well!

1. Make sure you'll be able to access your finances. Chances are you may want to check-in on your finances from a secure internet connection while you travel. Make sure you have accessed your bank accounts from the devices you travel with so you don't get locked out of your accounts due to unfamiliar log in credentials. Also, tell your credit card companies where you're going so they won't deny you access for suspicious activity when you want to use them.

2. Set up someone to check in on your house. Just a quick set of eyes on your doors and windows, or a light turned on at night, can protect the home you are coming back to. Don't forget, in most instances, this can also be done through your alarm company.

3. Make a paper copy of your health care advance directives. Sure, you have your attorney's telephone number and a digital copy but, in the event of an emergency, you want to be able to put hands on these documents easily.

4. Give another person you trust a copy of your itinerary.  It's important to let others know where you are going. You also want to set up scheduled check-ins including when you should arrive, when you leave and periodically throughout. This is especially important when you travel alone.

5. Set your (and your family members) privacy settings high on social media. You may want to share everything you're doing with your friends but limit it to them. You don't want to advertise to the general public you're not at home.

Once done, you can repeat these steps as often as you travel.  With these recommendations, minimum effort is required on your part to make sure you are protected every time you go on an adventure. The peace of mind pre-planning will provide you, every time, is priceless.

 

Tips for Choosing a Guardian 
While it’s difficult enough to think about not being there to raise your children, imagine a court choosing their guardian with no input from you. To learn how to choose your own guardian for your children click here.


We hope to see you at the upcoming community events where Patrick will be speaking:
 
5 Critical Documents

Tuesday, January 24th at 1:00 pm (ET) at The Corning Library
 
Wills verses Trusts
Monday, February 6th at 1:00 pm (ET) at The Corning Library

As part of our ongoing commitment to estate planning excellence, Patrick will be attending the prestigious Hecklerling Institute on Estate Planning in the month of January. 
 
Sticky Ribs
 
Ingredients
 

3 lbs of Boneless Ribs
3 Tbsp Brown Sugar
3 Tbsp Coarse Salt
3 Tbsp Black Pepper
3 Tbsp Cocoa Powder
1 Jar of Favorite BBQ Sauce

Add all ingredients except for the jar of BBQ sauce to a heavy duty zip lock bag. Toss to coat ingredients in the bag and let marinate in the refridgerator overnight.


Place ribs on a wire rack in an oven proof pan. Cover pan with foil. Place in cold oven and set the over to 350 degrees. Cook for 2.5 hours or until thoroughly cooked. Enjoy with BBQ sauce. Serves 6.
 
Learn more on our website!
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Roth Elder Law · 145 Chemung Street · Corning, NY 14830 · USA

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