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FINANCIAL FOCUS: Avoid becoming ‘burden’ on grown children
March 4, 2025Here’s an interesting statistic: Some 72% of retirees say one of their biggest fears is...
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Setting Up an Estate Plan
February 19, 2025Estate planning is one of the most important steps you can take to protect your...
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How Can I Contest a Will During Probate?
February 6, 2025Contesting a will during probate is a significant legal undertaking that requires a thorough understanding...
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Understanding long term care from a financial perspective
December 11, 2024Developing a long-term care (LTC) financial plan is essential for ensuring that your loved ones...
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Long Term Care Financial Planning
December 11, 2024Planning for long-term care (LTC) is a critical component of any comprehensive financial plan, yet...
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A Senior’s Guide to Estate Planning
November 3, 2024Estate 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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How to Deal With Your Inherited Home
November 2, 2024Dealing with an inherited home is a complex subject, and there are several complicated issues to resolve. Additionally, it is not uncommon for a person selling an inherited home to have a sentimental attachment to the property, with the sale being the result of a recent death in the immediate family. This adds an emotionally overwhelming component to the transaction.
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Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
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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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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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