Estate Planning
Essential Legal Documents for Graduating Seniors
Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
July 8, 2024
Asset Protection
Estate Planning Checklist to Keep You Focused
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.
July 5, 2024
Estate Planning
What Happens When Executors Keep Beneficiaries in the Dark?
Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?
July 4, 2024
Asset Protection
Estate Planning Questions for Couples with a Big Age Gap
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.
July 3, 2024
Elder Law
Elder Scams and POAs: Protecting Yourself from AI-Powered Fraud
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.
July 2, 2024
Asset Protection
Estate Planning and Your Second Home: What Should You Know?
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
July 1, 2024
Estate Planning
What Information Should Be in a Will?
Most people spend each phase of their lives preparing for the next one, whether it’s starting a family, buying their first home, or eventually retiring.
June 28, 2024
Asset Protection
What Do You Do If Elderly Family Member Is Being Financially Abused?
Although many cases go unreported, the National Council on Aging suggests that the financial exploitation of the elderly may amount to a staggering $36.5 billion annually. That may just be the tip of the iceberg.
June 27, 2024
Estate Planning
Another Lesson in Updating Beneficiary Designations
Although the beneficiary designation in a 401(k) plan was old, and tied to a previous relationship, a federal court concluded that it was nonetheless valid.
June 26, 2024
Asset Protection
Elvis Presley’s Estate Planning Mistakes: Lessons for Us All
Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
June 25, 2024