Search Results for: "Estate Planning"

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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September 1, 2022

What You Need to Know About Medical Advance Directives

There is no one who wants to think they may be incapacitated by illness or trauma. Every day, people face this problem….

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July 7, 2022

An Overview of Probate

The American Bar Association (ABA) describes probate as the legal process that recognizes a will and names the personal representative (executor) to…

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June 2, 2022

You Can Provide Income to Your Heirs From Charitable Trusts

A charitable trust is an irrevocable trust that provides income to heirs while benefiting you or a charity. If you are philanthropically…

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May 19, 2022

A Lifetime Money Management System for Special Needs Children

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…

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April 7, 2022

The Dignity of Dying: End-of-Life Care

Although it is a sobering experience to discuss mortality openly with your family, it is prudent. No one relishes the thought of…

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March 3, 2022

Equality Is Usually Viewed as Equitable

If you want to leave property to your children, it makes the most sense to divide everything equally. That is the straightforward…

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February 10, 2022

Leaving a Sad Legacy: Larry King

Legendary talk-show host Larry King married seven women and had five children with many of them. He died at age 87 on…

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February 3, 2022

COVID-19: Changing Your Health Care Directives

Coronavirus pandemic forces us to assess our values, priorities, and overall health. The little COVID-19 clinical information relating to treatment options and…

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December 2, 2021

Add a Personal Property Memorandum to Your Will or Trust

When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…

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