A reverse mortgage can provide for Long-Term Care
Can you use a reverse mortgage for long-term care?
July 6, 2022
Deciding where to Store your Documents is Critical
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
July 5, 2022
Actions to avoid when Shopping for Life Insurance
It sounds morbid, but when you’re shopping for a life insurance policy, insurers want to know the answer to one question: What’s your life expectancy?
June 30, 2022
Strategies to reduce Generation-Skipping Transfer Tax
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
June 29, 2022
Be Cautious when Buying Funeral Services
People shopping for funeral or cremation services may be particularly vulnerable to overpaying or being swindled, which is why experts say it is important to be cautious when making those decisions.
June 28, 2022
Firearms can be included in your Estate Plan
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
June 27, 2022
Consider a Prenup in your Estate Planning
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
June 23, 2022
Tips to avoid a Contested Will
Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
June 22, 2022
The Estate of The Union Season 2, Episode 2 – The Consumer’s Guide to Dying is out now!
The Estate of The Union Season 2, Episode 2 – The Consumer’s Guide to Dying is out now! Dealing with a funeral home after the death
June 21, 2022
Supplemental Needs Trust can safeguard Benefits
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
June 20, 2022