Durable Power of Attorney
What Do I Need to Do for Estate Planning if I’m a “Solo Ager”?
I am 62, not married and do not have any children. Do I need to be doing anything special with my retirement planning?
January 27, 2020
Blog Articles
Annuities
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
January 24, 2020
Estate Planning
What Should I Know About Being an Executor?
Being named in someone’s will as the executor–the person to handle and settle up estate matters–sounds like a great honor.
January 22, 2020
Estate Planning
How Should Baby Boomers Claim Their Social Security?
Social Security benefits have long been a critical part of Americans’ retirement income plans. After all, the monthly benefits provide a stream of income that is adjusted for inflation annually and can’t be outlived. With the decline of pensions and increasing life spans, Social Security is now playing a larger role in shoring up retirees’ nest eggs.
January 21, 2020
Caregiver
How Do I Tell If Dad Needs Caregiving Support?
See something…say something! Don’t ignore signs of your loved ones changing caregiving needs.
January 20, 2020
Alzheimer's
How Did Alzheimer’s Impact the Estate Planning of These Famous People?
In honor of Alzheimer’s Awareness Month – and the more than five million Americans living with the disease – we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…
January 13, 2020
Estate Planning
Not a Festive Thought, But A Kind One: Planning for Your Own Funeral
Wills may include funeral and burial instructions, but the funeral and burial or cremation is usually over before the will is even reviewed.
January 9, 2020
Asset Protection
What Should I Know About Finances for My New Blended Family?
Statistics show blended families are on the rise. About 40% of all new marriages in the U.S. include at least one person who was previously married, according to a Pew Research Center analysis. Among adults who are presently married, roughly a quarter (23%) have been married before, compared with 13% in 1960.
January 8, 2020
Estate Planning
How Much Control from the Grave Can Parents Have?
They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?
January 2, 2020
Durable Power of Attorney
Can You Tackle Elder Law on Your Own?
The disadvantages of do-it-yourself elder law estate planning are costly errors, omissions and neglecting protections.
December 26, 2019
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