Search Results for: "Estate Planning"

May 4, 2023

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…

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April 27, 2023

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…

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April 20, 2023

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…

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March 16, 2023

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…

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February 23, 2023

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,…

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February 9, 2023

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Powers of Attorney may be rescinded, but most states will require written notice of revocation to the named individual or entity. …

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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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