Do You Have a Will?
According to a recent Gallup poll, a little over half (54%) of adults in America don’t have a will.
July 5, 2022
What Is Better, a Trust or a Will?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
July 5, 2022
How Do I Store Estate Planning Documents?
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents is the most crucial step, that is irrelevant if the documents are lost when they most need to be used.
July 5, 2022
How Is Amazon’s Alexa Helping Seniors?
Amazon is introducing two new features for its “Alexa Together” elder care subscription service.
June 27, 2022
What If My Spouse Doesn’t Use Long-Term Care Insurance?
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
June 24, 2022
What Is a TOD Beneficiary?
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
June 24, 2022
How Do I Pick a Life Insurance Beneficiary?
Choosing a beneficiary can be simple yet essential in any account requiring it. The wrong person can ruin your plans.
June 24, 2022
Can My Gun Collection Be Part of Estate Plan?
Firearms are unique in this regard; guns are the only item of personal property that carries an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
June 24, 2022
What’s Involved in an Estate Inventory?
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
June 22, 2022
