Advanced Directives
How to Keep Track of Mom’s Healthcare Information
Build your own medical emergency packet.
October 23, 2020
Advanced Directives
What Do I Need to Do When my Spouse Dies?
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
October 21, 2020
Advanced Directives
Is a Family Office Structure Good Estate Planning?
During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.
October 19, 2020
Advanced Directives
What Must I Decide Before Retirement?
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.
October 16, 2020
Advanced Directives
Social Security Benefits: Timing Is Everything
Deciding when to start receiving Social Security retirement benefits is an important decision. Making the wrong choice could cost you.
October 15, 2020
Advanced Directives
What are Power of Attorney Options?
As part of your estate planning, don’t forget to consider a power of attorney.
October 13, 2020
Advanced Directives
What Does an Executor Do?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
October 10, 2020
Advanced Directives
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
October 8, 2020
Advanced Directives
You Need More than a Will for Estate Planning
Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.
October 5, 2020
Advanced Directives
Planning for Nursing Home Expenses
A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.
October 1, 2020