Estate Plans Can Protect against Exploitation
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
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?
What a Family Caregiver Needs to Know
If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. You probably know — or are learning — that it’s a big responsibility.
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.
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.
Should I Create a Funeral Trust?
What is a funeral trust?
Caring for Your Aging Dad as You Approach Retirement
Caring for Your Aging Dad should be planned before it becomes an emergency. Talk with your father and find out what is important to him. Let him know that an estate plan will help the people he loves as well as protect him.
How Grandfathers and Senior Dads Leave a Legacy of Caring for Their Families
Legacy of Caring for Families
How Does Gift Tax Exclusion Work?
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
What Helps Create the Best End-Of-Life Plan?
A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
