Search Results for: "Estate Planning"
Senior Retirement Trends in 2023
It is becoming increasingly important for senior consumers to maintain better physical and mental health lifestyles through proactive and preventative measures. For…
How to Give Your Pet the Best Life Possible with Pet Trusts
Pets provide much joy and comfort to their owners. Your pets are probably be considered valuable members of your family. Since you…
Physical Challenges of Aging at Home
The AARP reports that 3 out of 4 Americans over 50 are interested in aging in place. The alternatives include home sharing…
Understanding Grantor-Retained Income Trusts
Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while…
Your Children and Inheritance Conversations
You can influence your adult children’s decision-making process by managing expectations regarding their inheritances as they form their financial plans and knowing…
The Wealth Transfer Strategy
Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your…
A Guide to Elder Law and Technology for Seniors
As a result of technological advancements in self-monitoring medical devices, telehealth, and smart homes, many aging Americans are able to live in…
A Guide to Avoiding Probate Litigation
There are many types of probate litigation, including guardianship and conservatorship disputes, will contests, conflicts over family real estate, and true intentions…
Fraud Against the Elderly
For those in the over 60-year-old category, there was nearly $1.7 billion in losses, a 74 percent increase from 2020,…
A Brief Guide to Powers of Attorney
Powers of Attorney may be rescinded, but most states will require written notice of revocation to the named individual or entity. …