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A Senior’s Guide to Estate Planning
January 3, 2023Estate planning is crucial for older adults, yet many lack essential documents like wills and powers of attorney. These legal tools guide your representatives in fulfilling your end-of-life wishes, reduce the burden on loved ones, and prevent family conflicts after you are gone.
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Benefits of Using an Experienced Realtor
January 3, 2023Using an experienced realtor offers numerous benefits when you're buying or selling a property. Real estate transactions can be complex and involve significant financial investments, making the expertise of a seasoned realtor invaluable.
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Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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Choosing the Right Realtor to Help Your Senior Parents Transition to Senior Living
January 3, 2023When it comes to helping your senior parents transition to senior living, finding the right realtor is a crucial step in the process.
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Do You Need a Will?
January 2, 2023What happens when a person dies without a Will? Good question. In this article, I will discuss what a Will does and doesn’t do, the myths and the law regarding Wills.
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Downsizing: A Great Investment
January 2, 2023If you are considering a downsize, there is no better time to do so. Real estate prices continue to skyrocket as demand for housing soars. What better way to capitalize on your investment than to sell when the market is high?
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Estate Planning Odds n’ Ends
January 2, 2023Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.
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Estate Planning With Dementia on the Rise
January 2, 2023Although you may never have to deal with the challenges that arise with a dementia diagnosis, it is still vital that you complete your estate plan early, while you have the mental capacity legally required to make estate planning decisions and execute estate planning documents.
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Execute a Power of Attorney Before It’s Too Late
January 2, 2023A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.
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Financial Caregiving
January 2, 2023We tend to only consider the physical aspect of caregiving: medication management, bathing, feeding, assistance with daily chores, etc. However, the financial aspect of caregiving, e.g., paying bills, handling banking, investment and insurance accounts, preparing and filing tax returns, is equally crucial.
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