How a Will Works
A complete estate plan, contains a legally binding mandate called a will, describing the distribution of assets upon death. If you die without one (intestate),
How to Prevent Being Scammed Online
With millions of people around the world using the internet, there is an endless number of scams being perpetrated on unsuspecting victims. Seniors and near
Are IRA and 401(K) Accounts Good Retirement Options?
Is it time to rethink your financial retirement portfolio? Kiplinger.com is indicating it is. You may have built up a significant nest egg in a
In Case of Death or Incapacitation, It Is Critical to Get Your Financial Affairs in Order
Bring peace of mind to you today and relieve your loved ones’ burden in the future, by organizing your financial documents for when you are
The Pros and Cons of Powers of Appointments
An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with
It Is Hard for Many 65 and Older to Make Ends Meet
45 percent of Americans 65 and older are not making it financially to meet their most basic needs, which is a national tragedy. Many of
How a Will Works
A complete estate plan, contains a legally binding mandate called a will, describing the distribution of assets upon death. If you die without one (intestate),
Estate planning, wills, trusts
Estate planning, wills, trusts Estate planning, wills, trusts
The Trust Protector: Your Guardian Angel
What is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor,
Could Gift Giving Be Detrimental to My Medicaid Assistance?
A person needing possible Medicaid assistance in the future should not be giving any gifts. This can be sad if that person gets joy out
Creating a Treasure Map: The Benefits of Preparing an Inventory Before Death
If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know how to manage
Dementia Does Not Discriminate
Wildlife expert and famous author, Jack Hanna, who starred in shows like Voices for Wildlife, Animal Adventures, and Into the Wild, has gone into retirement
Is Your Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is
Family Caregiving and Alzheimer’s Disease
By 2020, a significant portion of the American baby boomer generation has reached the age of 65 or older, which increases their risk for Alzheimer’s
Planning Considerations for Unmarried Partners
When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, your desired
Discerning Wills and Trusts
There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing these legal documents.
The Estate Planning Tool Kit for Unmarried Partners
Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed relationship and are not
Updating your Estate Plan
To make sure they are still good, you should check your estate planning documents frequently, especially with big life changes like births, marriages, divorces, and
Why Unmarried Partners Should Care about Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3
The Rise of Elder Abuse during COVID19
Unfortunately, elder abuse events are significantly underreported. The National Council on Aging reports that estimates range as high as five million older adults experience abuse
Estate Planning for Blended Families
Quite often, couples bring children into a marriage from prior marriages or unions, and then also have children together. This is often referred to as