Update Your Estate Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress.
Estate Law Blogs & News
Finalizing Estate Planning Documents while Social Distancing
Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and health care, if they were unable to make decisions themselves.
What Medicare Mistakes can Ruin Retirement?
Medicare is a crucial part of retirement, yet 72% of Americans say they wish they better understood how the program works, according to a survey from Nationwide.
Preparing for an Emergency With Power of Attorney
If you experienced a temporary illness or needed someone to quickly step in to pay your bills, would your finances be organized enough for them to handle?
Can My Heirs Be Handcuffed with an Annuity? Simply put, yes!
Lifetime income annuities, like Single Premium Immediate Annuities (SPIAs) and Deferred Income Annuities (DIAs), are irrevocable contracts with no liquidity. You will get all of your money back if structured properly at the time of application, but it will be in payment form.
Confused About Coronavirus Relief for Small Businesses?
Many small companies, nonprofits and freelancers are eligible for federal grants and low-interest loans. But confusion, delays and red tape abound.
Confused & Overwhelmed About Caring for a Loved One with Dementia?
There are few challenges more emotional and difficult than caring for an aging loved one who has dementia. In addition to the normal challenges of aging, elders who suffer from dementia can experience dramatic temperament changes and require more attentive care. As the condition progresses, wandering becomes a risk and around-the-clock care may be needed.
Unsure On When To Start Estate Planning?
Estate planning attorneys are getting mobbed with questions. Here is some timely advice from three attorneys on what families and business owners should be doing to prepare, in case the unimaginable happens.
Do I Need a Revocable Living Trust?
Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
Afraid Of Wasting An Inheritance?
You may have a friend, or two, who has blown a large inheritance. Some of you may have also seen a news story about a lottery winner who went bankrupt (or worse) just a few years after receiving a life-altering sum of money. If you don’t want this to be you, keep reading as we share five tips to make the most of an inheritance or windfall.
Subscribe!