Preparedness Planning Checklist – Free Download

Turbulent times can leave us feeling as though we are spinning out of control. Unsure of how to proceed, we can be consumed by our

May 7, 2020

How to Get Your Ducks in a Row for the Sake of Your Surviving Loved Ones

Families can get ripped apart permanently, because of problems with a close relative’s estate. Many problems are avoidable, by taking a few easy steps.

February 21, 2020

A Will, Power of Attorney and Health Care Power of Attorney: Three Documents Everyone Should Have

These three documents are the building blocks toward a solid estate plan and peace of mind.

February 20, 2020

What Are the Basics About Trusts?

The more you read the trust, the more familiar you will become with the key provisions.

February 19, 2020

How to Plan for Long-Term Care Costs

A one-bedroom apartment in an assisted-living facility will cost you $194 per day–or about $71,000 per year. A home health aide will set you back $25 per hour, or $1,000 for a 40-hour week. Not scared yet?

February 18, 2020

Special Tips for Retiring Singles

You will want to replace your income. You will also want to stay socially engaged.

February 17, 2020

More Reasons Why Everyone Should Have a Will

The death of pop star Prince is an extreme example of what can happen when people die without a will. After he died in 2016, long-lost ‘relatives’ came out of the woodwork, claiming to be his wife, child, brother, sister or distant relative.

February 14, 2020

Why is an Advance Directive so Important with Dementia?

When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.

February 13, 2020

Choosing an Active Adult Community

…if you’re contemplating moving into an age-restricted community, finding one that’s right for you takes work. While active adult communities generally offer the opportunity for a lower-maintenance (and sometimes lower cost) lifestyle, they vary enormously.

February 12, 2020

How Do I Talk About Money with My Elderly Parents?

From wills to life insurance, no one wants to discuss a financial plan with their aging parents.

February 10, 2020

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Our Estate Planning Blog

Preparedness Planning Checklist – Free Download

How to Get Your Ducks in a Row for the Sake of Your Surviving Loved Ones

A Will, Power of Attorney and Health Care Power of Attorney: Three Documents Everyone Should Have

What Are the Basics About Trusts?

How to Plan for Long-Term Care Costs

Special Tips for Retiring Singles

More Reasons Why Everyone Should Have a Will

Why is an Advance Directive so Important with Dementia?

Choosing an Active Adult Community

How Do I Talk About Money with My Elderly Parents?

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