Adding Children to Joint Account can have Unintended Consequences
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 2, 2023
Older Singles need to Plan for the Unexpected
Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
May 1, 2023
Single Parents Need Estate Planning
Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
April 18, 2023
Planning for Long-Term Care with Irrevocable Trusts
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
April 17, 2023
Qualified Disability Trust can reduce Tax Burden
A qualified disability trust (QDisT) is a special needs trust that qualifies for a federal tax exemption.
April 4, 2023
Planning to Protect your Pet after Death
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
March 27, 2023
What are the Responsibilities of a Legal Guardian?
A guardian is someone who is appointed by the courts to assist another with their personal and medical affairs.
February 22, 2023
ABLE Accounts are a lifesaver for Special Needs Children
If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.
February 16, 2023
Documents needed for Advance Care Planning
Depending on their medical condition, persons with dementia are often capable of making their own decisions regarding legal aspects, such as advance care planning.
February 8, 2023
A Durable Power of Attorney is Essential
Without a power of attorney, your spouse, children or friends will probably have to petition the court to step in on your behalf.
December 29, 2022