Search Results for: "Estate Planning"

January 12, 2023

Avoid These Inheritance Mistakes

It is a good idea to talk with a financial advisor or an accountant before you spend any of your inheritance….

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December 22, 2022

Creating a Will for Your Blended Family

Trying to be equitable among your heirs can be tricky, and relying on your spouse and children to work things out after you are gone is not a good plan….

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December 15, 2022

The Probate Process Without a Will

A recent survey finds that 59 percent of men and 72 percent of women do not have a will or estate plan….

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November 10, 2022

Why is an Executor Necessary?

Even though the decedent nominated you to be their executor, you will still need to be appointed to that role by their local probate court….

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November 3, 2022

Obtaining Guardianship for an Elderly Parent

If your parent did not prepare for this eventuality of requiring legally recognized help, you would not be allowed to create these documents once they are already mentally impaired….

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October 27, 2022

Government Programs for Seniors

Every year billions of available dollars in US benefits programs are not claimed because older adults (55 or more) are unsure if they are eligible and, if so, how to apply….

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October 13, 2022

What is the Right Amount of Inheritance for Each Child?

Without a will, there are sure to be problems between family and loved ones. You may find it difficult to sort out, but creating a will is the responsible thing to do….

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October 6, 2022

The Probate Process

Probate proceedings seek to validate the decedent’s last will and retitle the estate’s assets into the name of heirs according to the deceased’s wishes….

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September 29, 2022

Living Wills: Ten Things You Should Know

Unlike last wills and testaments, living wills do not pass assets and property after death. Instead, it is a mechanism to communicate…

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September 8, 2022

Have You Updated Your Financial Information Recently?

When you prepare and organize your financial information for when you are no longer capable, you will achieve peace of mind and…

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