Many people’s finances have been on a roller coaster ride over the last few years of economic turmoil. Many businesses shut down or reduced their business in 2020, which resulted in a high rate of under and unemployed workers. The…
You may find it daunting to talk to your parents about their estate plan or will. Many adult children put off having the “dreaded talk” with parents and are unprepared when an unforeseen event like an accident or illness happens.…
A healthy and long life is what most of us strive for, and we respect the wisdom of the elderly. However, their long life often comes with the grief of outliving their spouses, friends, and sometimes their children. If they…
Here’s a question we got from a client a while ago: After my brother died, he left money in a revocable trust for my children – but they could only get that money if they spent it on a trip…
It is one of the most difficult things we will ever have to do in life to contemplate our own death. Yet it is very important to think carefully about the medical treatment we would want for that challenging time.…
The American Bar Association (ABA) notes that probate is the legal process that acknowledges a will and appoints a personal representative (executor) to administer the estate to intended beneficiaries. Navigating the probate process will vary according to state law. Therefore,…
To ensure the well-being of your loved ones in a nursing home, you must advocate for them. Residents in nursing homes and other long-term care facilities are disproportionately affected by the flu, pneumonia, COVID 19, and other contagious diseases. According…
When appointing someone as the executor or executor-designate of an estate, or when accepting the responsibility of one, there are certain factors to consider – the complexity of the task and the order in which to pursue it. Beyond the…
The probate process, held in probate court, is well-known to most people, who know the process takes place after someone passes away. There are very few people who realize it can be a prolonged and complicated process. Often, it will…
Powers of attorney allow you to appoint a trusted individual to make decisions and handle transactions on your behalf. You might need them for personal finances, business operations, or medical purposes, either immediately or on an ongoing basis. Sounds simple,…
Receive Our Free E-Book, Debunking 3 Myths of Estate Planning,
by completing the form below!
