What Are the Basics About Trusts?
The more you read the trust, the more familiar you will become with the key provisions.
Why is an Advance Directive so Important with Dementia?
When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.
What Happens When the Family Fights over Personal Items or Artwork?
The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.
Filing Taxes for a Deceased Family Member
When a financially comfortable loved one departs, a bevy of tax issues can come into play.
Leaving a Legacy Is Not Just about Money
Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.
Government Programs That Can Pay for Some Caregiver Services
The government realized it can be far less expensive to provide services that allow a person to continue living at home, rather than pay for residence in a nursing home.
What Do I Need to Know About Special Needs Trusts?
Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start and figuring out a savings goal for that trust is a key part to your planning.
How To Avoid Senior Financial Abuse
After decades of financial independence, many adults cannot imagine a future in which they can no longer perform daily financial tasks without help.
Business Owners Need Estate Plan and a Succession Plan
If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.
Think of Estate Planning as Stewardship for the Future
Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.
