When to have Healthcare conversation with Parents?
Your elderly mother is getting forgetful and confused. What do you do now?
December 23, 2021
Holidays are a good time for a Family Meeting
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
December 22, 2021
Choose carefully when Naming a Trustee
You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.
December 21, 2021
Ways to reduce Financial Elder Abuse
The financial exploitation of elderly people comes at a great cost: It costs victims as much as $36.5 billion each year, according to the National Council on Aging. It can also be more difficult to detect than physical abuse and neglect because it’s often done by family members, trusted friends and caregivers.
December 17, 2021
Can You Disclaim an Inheritance?
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
December 16, 2021
How to Protect your Digital Life
However, in a world where more and more of our personal information is stored online, it’s also imperative to make a digital estate plan, so your loved ones can access your digital property.
December 15, 2021
The Estate of The Union Episode 12 is out now!
The Estate of The Union Episode 12 is out now! This is the traditional time for giving. Giving to a cause and giving of ourselves.
December 14, 2021
Can You Sue A Trust Directly?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 13, 2021
Avoid Major Retirement Regrets
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…
December 10, 2021
Evaluate your planning during Divorce
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
December 9, 2021