Why are Living Trusts a Good Idea?
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
September 30, 2022
Is a Living Will the Same as an Advance Directive?
Most people think of wills as written instructions for use after death. In contrast, living wills provide your instructions for continuing or halting life-sustaining healthcare while you’re alive.
September 30, 2022
How are Scammers Trying to Trick Seniors with Medicare?
The federal government is warning people with Medicare about scam artists offering ‘free’ COVID-19 tests.
September 30, 2022
What If Estate Is Beneficiary of an IRA?
It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.
September 26, 2022
Planning for Long Term Care Is Important
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
September 26, 2022
Why Is a Will So Important?
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
September 19, 2022
Can Unequal Inheritances Be Fair?
The vital thing to acknowledge is that the emotions behind the reasons are not trivial but are essential and should not be dismissed or minimized.
September 19, 2022
How Do You Provide Financial Help for a Special Needs Child and Retirement Too?
People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
September 19, 2022
How Can I Minimize My Probate Estate?
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Why You Need an Estate Plan
Do you know what will happen to your property, belongings, and debt when you die? What about your children? If you haven’t created an estate plan, now’s the time to start. Here’s how.
September 19, 2022
