Guardianship
How To Plan Ahead When Someone Needs Help Managing Their Affairs
Life doesn’t always unfold as expected, and there may come a time when a loved one becomes unable to handle their own financial or personal
July 30, 2025
Estate Planning
Does an Estate Plan Improve Retirement?
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
July 29, 2025
Estate Planning
Is Wife Responsible for Husband’s Debt after Death?
Few know the complex federal and state laws governing outstanding debts from a deceased spouse. Some may fall victim to paying bills that they are not legally responsible for.
July 27, 2025
Estate Planning
Warren Buffett has Estate Planning Opinions for Non-Billionaires
Though the word ‘estate’ is often associated with the upper class, an estate is anything that will be left to heirs after death.
July 25, 2025
Estate Planning
How to Address Cryptocurrency in Your Estate Plan
If you have cryptocurrency in your estate, you’ll need meticulous plans and clear instructions to ensure that beneficiaries don’t lose out after you’re gone.
July 21, 2025
Estate Planning
Obtaining Power of Attorney for Parents
Securing a power of attorney for your aging parents ensures that their financial and healthcare decisions are managed according to their wishes if they become unable to do so themselves.
July 18, 2025
Elder Law
Can I Transfer My Medicaid Benefits to Another State?
Medicaid coverage does not automatically transfer between states—relocating requires careful planning to avoid lapses in healthcare benefits.
July 16, 2025
Estate Planning
Pitfalls of Joint Ownership
Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.
July 14, 2025
Estate Administration
Why Timeshares are One of the Worst Assets to Inherit
Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.
July 11, 2025
Estate Planning
Do I Need Estate and Retirement Plans If I Don’t Have Kids?
Childless older adults face different challenges in housing, health care and estate planning.
July 9, 2025