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How Can Mom or Dad Still Live at Home?
There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving...
The Conversations You Must Have Now About Your Health Care Decisions
Selecting a trust-worthy agent who will ultimately be the decision-making authority for your medical care if something happens to you is an important decision....
Do You Know What the “Other Hand” is Doing in Handling Your Estate?
You handle a large share of paying the bills and managing the bank accounts. Your spouse handles anything insurance or investment related.
It’s a common...
Who Has Access to Estate Assets Right After Someone Dies?
Immediately after a loved one dies, the nearest family members — or sometimes close friends if no relatives are nearby — wonder what to do...
Estate Planning with 529 College Savings Accounts
Saving for college is one of the most daunting financial tasks a family can face, taking as much commitment and careful planning as arranging your...
Don’t Overlook Write-Offs for Medicare Premiums
Many seniors (and their families responsible for filing tax returns for them) have gotten into the habit of just claiming the standard deduction instead of...
Power of Attorney: Don’t Leave Home Without It
Giving someone your power of attorney (POA) has been likened to giving a trusted person a spare set of keys to your house or car....
What to Do if a Sibling Keeps You Away from Your Elderly Parent
Consider this scenario: Your elderly father begins to lose his mental capacity. He lives in his own home and is relatively well-off financially. Your sister...
7 Reasons to Update a Will
Once you or your loved ones have a will drawn up, don't just put it away for safekeeping and forget about it. If your...
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When Should You Select a Professional Trustee?
One of the most vital decisions to ensure preserved legacy and proper estate execution is electing the right professional or family trustee for investing and...
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Want to Avoid Probate? Here are 6 Ways to Do It.
Life is busy. If you're like most people, you have a long list of things to do. However, it's critical to make time regularly to...
How to Handle Someone’s Taxes After They Die
The death of a loved one is always difficult but it can be even more challenging if you are the one who must handle all...
Is a Dynasty Trust Right for You?
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using...
