The Milwaukee Post

22 • Milwaukee County Post • May 23, 2014 MatureLiving MatureLiving - PAID ADVERTISEMENT - ESTATE PLANNING CHECKLIST I am often asked by my clients for an ESTATE PLANNING CHECKLIST. Here is a general list which may be of some benefit to you. 1. Do I have either a will or a trust? 2. Do I have both a healthcare power of attorney and a financial power of attorney in the event I become incompetent or need help with my affairs? 3. Have I checked the current named beneficiaries on all my life insurance policies and my retirement plans to make sure they are up to date and satisfactory? 4. If I have named beneficiaries for any bank accounts or real estate, are those beneficiaries satisfactory? 5. Have I pre-planned and pre-paid my funeral? No one will avoid a funeral and the associated costs. Make it easy on your loved ones and have everything in place. Also, consider an "Authorization for Final Disposition", in which you put somebody in charge of your funeral and burial. 6. Have I left a list of all of my major assets, including all accounts and investments? Does that list include all life insurance policies that I own? Does the list include all assets which my heirs may have difficulty locating after my death? 7. Have I made efforts to throw away those boxes and containers of old papers which my children or loved ones will have to patiently sort through only to determine they contain nothing of value? 8. Does someone know where my will and other legal documents are located, and does that individual have access to that location? 9. If I believe individuals will fight over items of personal property I leave, have I done everything I can to express my wishes and desires in relation to that property in a legal fashion? 10. Have I thrown away all those items in my attic, garage, and in my basement which I never use, and which are almost worthless, but which my loved ones will have to sort through and dispose of after my death? Remember, our "stuff," while important and valuable to us while we are alive, seldom is valuable or needed by our heirs, who most likely already have their own house that is too full of their own "stuff." Does it make sense to give away some of these things while I am still alive? 11. Have you simplified your investments as you get older? Individuals do not need or always understand more complicated investments as they age. In my opinion, a CD from the corner bank is fine, and you should not be talked into any investments you do not fully understand. The Law Office of James J. Winiarski offers a free estate planning consultation. Our approach to estate planning is to explain the options available, the cost of each option, and the advantages and disadvantages of each option. If you would like to set up an appointment for a free estate planning conference, please call us at (414) 383-3902. 238335143 Cost of Traditional Funeral Services (2 Day Services) with Minimum Steel Casket Joseph E. Sass $3,750 Church and Chapel $4,485 Max A. Sass $5,395 All Above Charges Exclude: Vault, Flowers, Clergy Honorarium, Death Certificate, Medical Examiner, Newspaper & Cemetery Charges Family Owned and Operated Since 1928 1019 W. Oklahoma Ave. www.josephsass.com 414-744-3636 J o s e p h E . Sa ss F UN E R A L H O M E O W N E R N O R M A N S A S S 238335097 For Independent Seniors 55 & Better 414.769.9240 3120 E. Norwich Avenue • St. Francis thompsonmeadows@aol.com 238335100 Thompson Meadows • Country Like Setting • Gazebo & Garden • Huge Closets • Large Open Kitchen • Same floor laundry • 1 & 2 Bedroom Starting at $570 • Elevator & Library • Small Pets Welcomed • Professional Management ONE MONTH FREE with $ 99 .00 Security Deposit. Monday–Friday: 7:30am–5:00pm, Saturday: 7:00am–12:00pm Vietnam Veteran - VFW Member 238335096 Special Rates for Senior Citizens & Veterans We Honor A ll Who Served in the Military. Thank You! Norv's BARBER SHOP 2688 S. 13th St. 384-3380 235874007 To see if you, or your loved one qualifies, contact them at (414) 476-3900 The Lamplight Inn of West Allis 7400 West Greenfield Ave. West Allis. WI 53214 The Lamplight Inn of West Allis, lighting the way to affordable assisted living. Lamplight Communities strive for outstanding living at affordable prices. They even accept senior residents who are receiving county assis- tance. All of the studios are private with private baths, activities, meals, weekly housekeeping and linen services. Lighting the way to affordable assisted living. 1804 15th Ave., South Milwaukee 2 blocks south of Rawson Ave. TUES: 40¢ Wings • WED: $2.00 1/4lb. & FFries • $2 Domestic Bottles THURS: $1 Taco's Dine In Only Dine In Only Pat's Oak Manor With coupon. Limit 1 per table. Not valid with other offers holidays 6.6.14. Pat's Oak Manor With coupon. Limit 1 per table. Not valid with other offers holidays 6.6.14. 1/2 Off Fish Fry, Sandwich or entree with a purchase of 2 beverages & 1 item equal or greater value. Hall Dates Available for 2014 $ 1 Off Early Bird (4pm-5pm) Fish Fry Fridays MP MP Pat's Oak Manor With coupon. Limit 1 per table. Not valid with other offers holidays 6.6.14. $ 5 Off Any purchase of $25.00 or more MP Pat's Oak Manor Restaurant, Bar, Hall & Catering Dine In Only WATCH SPORTS! 414-762-4660 www.patsoakmanor.com Kitchen Open: Tues-Thurs 4-10pm, Fri 4-9pm • Bar Opens Tues-Sat 3pm; Sun 11am 232384005 Lunch Specials $5.95 each! 10418 W. Forest Home Homemade Pepper Steak May 27th - May 30th Stuffed Cod June 2nd - June 6th Mon-Fri 11am-2:30pm Sandwich and All-You-Can-Eat Soup Bar Fish Fry ALL Day Everyday! All You Can Eat Crab Legs Every Tuesday & Saturday from 4-9pm $32.95 MEMORIAL DAY May 26th Closed 425-6226 Two 8oz. Filet Mignon - Ala Carte - 2 for $22.00 238335127 Friday Fish Fry or Call Ahead for Drive-Thru New Specials • Wisconsin Burger • Fajita Salad • Sour Dough Melt • Stuffed Meatloaf • Sicilian Chicken • Tilapia Hollandaise 5354 S. 27th St. (414)431-0004 OPEN Daily 6am to 10pm Join us for Memorial Day Open • 6am to 10pm Serving Many Specials and Regular Menu Available Buckets of Fish & Broasted Chicken For Carry Outs Call Ahead Daily Specials Senior Menu Available Breakfast • Lunch • Dinner Homemade Soups Free dessert with dinner! • Banquet Hall • Benny's Cafe Gift Cards Avail.

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