How Can I Pass Wealth to My Children and Grandchildren?
Inherited assets come with benefits, along with some burdens
November 9, 2021
What Do Elder Law Attorneys Do?
Elder law attorneys can help with a long list of legal matters that seniors often face…
November 3, 2021
Should I Ask Mom and Dad about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
November 3, 2021
Why Do Families Fail when Transferring Wealth?
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
November 3, 2021
Estate Planning Mistakes to Avoid
According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.
November 3, 2021
Can I Give My Child Access to My Bank Account? Should I?
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
November 3, 2021
Why have Cases of Elderly Financial Exploitation Increased in Recent Years?
The Texas Department of Adult Protective Services (APS) recommended Tuesday morning that community members, aged 65 and older, keep their private information, like social security numbers, passwords, maiden names and bank account information, in a locked drawer or somewhere safe.
October 22, 2021
Should I Delay Filing for Social Security?
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
October 22, 2021
How Do I Write a Will?
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
October 22, 2021
What Does It Mean to Be an Adult’s Legal Guardian?
To say there’s intense international interest over how pop star Britney Spears lost control of her estimated net worth of $60 million, as well as most of her personal and medical decisions, would be a gross understatement.
October 22, 2021
