Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.
However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.
Sometimes the people we trust most can disappoint us. Learn how legal planning and estate tools protect the elderly from abuse and exploitation.
Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
Scammers now use AI to make convincing voice clones and deep-fake videos. Find out about AI elder scams and POA’s potential to protect your finances.
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