Search Results for: "Estate Planning"

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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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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