Long-Term Care Insurance: What You Need to Know
With the booming aging population, more and more seniors will require long-term healthcare services, whether at home, in an assisted living facility, or in a nursing home. However, such long-term…
Read More The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights. While significant…
Read More Capturing the Stories of Aging Loved Ones
When you think about an aging loved one or a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe…
Read More Want To Grow Wealth? Warren Buffett’s Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in…
Read More Why “Just a Will” Is Never Enough
Wills have a reputation as the number one estate planning tool, in small part thanks to Hollywood’s dramatic “reading of the Will” scenes (which rarely happens in real life) to…
Read More Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families. Today, blended families have become just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have…
Read More 6 Estate Planning Essentials for Newlyweds
We imagine that at this happiest time of your life, planning for your potential incapacity and eventual death is probably the farthest thing from your mind right now, but getting…
Read More Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
There is a special bond that exists between a pet owner and their pets. To many pet owners, our furry friends aren’t just a pet – they’re a loved and…
Read More Stephen “tWitch” Boss Dies Without a Will
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can…
Read More 3 Simple Mistakes That Can Derail Your Estate Plan
While it might seem simple enough to put together an estate plan online or have your tax attorney prepare your will, it can be very difficult to create an estate…
Read More Top 5 Questions To Ask Before Hiring An Estate Planning Lawyer
Hiring a lawyer to help you make wise decisions for life and death can be the most empowering choice you ever make for yourself and your loved ones. The right…
Read More Estate Planning Before You Travel: Why It’s Critically Important
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next…
Read More 4 Reasons Why You Should Keep Your Estate Plan Updated
Laws change. Your life changes. It’s important for your estate plan to be up-to-date with these changes. Your estate plan is a set of documents, such as a will or…
Read More Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enables individuals to make crucial decisions on behalf of their parents, such as managing their…
Read More Your Rights As The Parent Of A Young Adult
As a parent, you may be accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a…
Read More Leave Your Kids A Nest Egg Protected From Lawsuits, Divorce, and Estate Taxes
If you have a current estate plan that distributes your assets outright to your kids – whether all at once at a certain age or in stages – you’ve overlooked…
Read More 4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the…
Read More Think You Are Too Young to Need An Estate Plan? Think Again!
Even though young adults are traditionally the least likely to engage in estate planning, all adults over age 18 should have some basic estate planning documents in place. And this…
Read More Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is…
Read More 4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you…
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