Use Estate Planning to Prepare for Cognitive Decline

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.

May 18, 2023

Paper Documents You will always Need in your Planning

The word ‘paperwork’ has become an anachronism; most legal and business documents today are created, signed and stored digitally. However, a few actual pieces of paper remain vitally important to keep.

May 17, 2023

Singles Need Estate Planning for Incapacity

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.

May 15, 2023

Avoid Unintended Consequences with your Planning

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

May 11, 2023

Avoid these Medical Power of Attorney Mistakes

Everyone age 18 and over should have a health care proxy document signed (think children off to college, and yourself, not just an elderly parent).

May 4, 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