Business Succession
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
October 14, 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
Advanced Directives
Why Trump Considered Reforming Long-Term Care Insurance?
Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.
September 29, 2020
Asset Protection
Should I Let Arizona Write My Will?
Death is not a favorite conversation topic. However, we all know it is something we must at some point discuss. The loss of a close friend or family member, or an event, such as the COVID-19 pandemic, seems to bring the topic to the forefront.
September 24, 2020
Advanced Directives
Am I Worth More Dead than Alive?
If you are like many moderately successful Americans, chances are you are worth more dead than alive. In many cases a lot more.
September 22, 2020
Advanced Directives
What are the Important Medicare Deadlines?
Most people become eligible for Medicare during the months around their 65th birthday. If you don’t sign up for Medicare during this initial enrollment period, you could be charged a late enrollment penalty, for as long as you have Medicare.
September 8, 2020
Asset Protection
What Does My Estate Plan Look Like after Divorce?
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
September 4, 2020
Advanced Directives
Does Apathy Predict Dementia?
Apathy offers an important early warning sign of dementia in individuals with cerebrovascular disease, but depression does not, new research led by the University of Cambridge suggests.
August 25, 2020