Skip to content

Be Aware of the Dangers of Joint Accounts

While joint accounts can be useful in certain circumstances, they can have dire consequences if not used properly. Adding a loved one to a bank account can expose you to their creditors and affect Medicaid planning.

Securely Storing Your Legal Documents

Storing important documents in digital form provides convenient copies that can be accessed by trusted individuals involved in your estate planning. They will also need access to online accounts in emergencies.

The Loneliness Epidemic: Helping Seniors Stay Connected

Failing to maintain and make new meaningful connections as older adults age can lead them toward a deep sense of loneliness. This can affect their mental and physical health, including increased risk of heart disease, Parkinson’s disease, dementia.

Navigating Disputes in Probate Court

Professional estate planning considers eventual probate and estate administration to avoid common problems. However, should disputes arise, an experienced litigator can protect and guide you in probate court.

Most US Workers Say They Will File for Social Security Early

To secure the maximum amount in monthly Social Security retirement benefits, Americans must wait until full retirement age to start receiving their payouts. Results from a 2023 survey show that most of today’s workers know about this stipulation – and yet the vast majority say they’re willing to file for their Social Security benefits early anyway.

Back To Top