Posted On: June 27th 2023
Although you may have taken the time to create a well structed will or trust, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result in bitter family relations, costly court proceedings and financial devastation. The following are some proactive measures you can take to avoid common challenges…
Read More...Posted On: May 25th 2023
A growing portion of the older population wants to stay in their homes as long as possible. This is known as “aging in place” and has several benefits when it is appropriate for the individual. However, there are some other care concerns to consider when deciding whether someone is at the point of needing additional…
Read More...Posted On: May 17th 2023
According to a 2021 survey conducted by the Pew Research Center, nearly a quarter of U.S. parents find themselves struggling as part of the “sandwich generation,” those who are caught in a squeeze as they tackle caring for both their own parents and their children. Being a multigenerational caregiver can be a financial, logistical, and…
Read More...Posted On: April 19th 2023
Choosing An Executor or Trustee For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will choosing a beneficiary create a conflict of interest? The short answer is, the best way…
Read More...Posted On: February 1st 2023
For generations, the children in your family have learned to swim by jumping off of the dock of your family’s vacation home.
Read More...Posted On: January 23rd 2023
Both Medicare and Medicaid can assist you with your individual long-term care plan. While the two programs sound similar, there are important differences to consider.
Read More...Posted On: January 16th 2023
Second marriages can present unique challenges regarding estate planning, particularly if you or your new spouse have children from previous marriages.
Read More...Posted On: January 9th 2023
Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
Read More...Posted On: December 22nd 2022
Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement.
Read More...Posted On: December 12th 2022
What Women Need to Know about Social Security.
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