Asset Protection
Should I List Beneficiaries on my Life Insurance?
Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
November 17, 2022
Elder Law
What Does Inflation Reduction Act Mean for Seniors?
One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.
September 28, 2022
Charitable Planning
Why Do Siblings Fight after Death of a Parent?
There is no legal requirement that anyone give anyone else money or property when they pass. The law says that as long as you understand what you’re doing, you can give your assets to anyone you feel like giving them to, equal or not.
September 20, 2022
Estate Planning
What If Your Spouse Refuses Estate Planning?
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
August 26, 2022
Asset Protection
What are Mistakes to Avoid with Beneficiary Designations?
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
August 22, 2022
Charitable Planning
How to Plan in a Time of Uncertainty
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
August 18, 2022
Estate Planning
What Needs to Be Reviewed in Estate Plan?
Here are some important parts of your estate plan that should be reviewed.
May 18, 2022
Elder Law
How Do I Use Deceased Spouse’s Life Insurance?
There are many options, but the best use of the money is different for each widow and her unique circumstances.
May 13, 2022
Asset Protection
How Do I Avoid Probate?
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
May 6, 2022
Elder Law
What Helps Create the Best End-Of-Life Plan?
A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
April 22, 2022