Did you know that your retirement account avoids probate? Since there is a beneficiary form... [Read more...]
DIY Estate Planning Mistakes
If you choose to go it alone in estate planning, you run the risk of... [Read more...]
What are Statutory Wills?
When you create a will, you choose who will receive your property, you select someone... [Read more...]
Ten Warning Signs of Elder Financial Abuse
According to the National Center on Elder Abuse, elder financial abuse or exploitation impacts over 2,000,000... [Read more...]
Can You Revoke a Durable Power of Attorney?
A durable power of attorney is one of cornerstones of estate planning. It is critical... [Read more...]
Three Estate Planning Tools to Avoid Guardianship
Guardianship is a court proceeding in which a surrogate decision-maker is appointed to make either... [Read more...]
Trusting a Professional Trustee
A trust can be a powerful estate planning tool, and you need to make several... [Read more...]
Transferring Property Without Probate
Many estate planning tools are set up to allow property to avoid probate. Why? Probate... [Read more...]
Estate Planning and the Rights of Survivorship
A common phrase used in estate planning is the ‘rights of survivorship,’ particularly when it... [Read more...]
Medicaid Changes Likely as Congress Debates Debt Ceiling and Spending
The debate in Washington D.C. regarding the debt ceiling will continue, with ramifications for programs... [Read more...]
Managing Those Documents and Records: A Pain or a Blessing?
Whether it’s for you or for your loved ones, managing those endless documents and records... [Read more...]
Four Items a Will Should Have
Creating a will is the cornerstone of estate planning, don’t underestimate the need for a... [Read more...]
