Estate Planning 101: The Documents You Need & Why
September 25, 2024
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but
Category: Eldercare Planning and Organization
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
September 17, 2024
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
Mental Capacity Requirements in Estate Planning
September 3, 2024
A primary requirement when signing a legal document, including a Last Will and Testament or other estate planning tool, is that the person signing must have sufficient mental capacity or competency to understand the document he or she is signing.
Why Everyone Over Age 18 Needs an Estate Plan
August 30, 2024
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not
Millennials, Ask Your Parents About Their Estate Plan
August 30, 2024
Millennials, have you thought about your parents’ preparedness for life changing events, such as a sudden illness, physical or mental disability, or, sadly, their passing?
Discussing Money Issues with Aging Parents
August 27, 2024
Discussing money issues with your parents is probably not an easy subject, but one that needs to happen as they age. If you have aging parents you probably w…
Are Your Estate Planning Documents Outdated?
July 31, 2024
Estate planning documents are not like other legal documents. They are considered living documents, which refers to the fact that a Will or other estate planning documents will be ever changing.
Technology and Help for Families and the Aging
July 23, 2024
More and more families today are taking on the responsibility of providing in-home healthcare for their aging parents. Thankfully, technology is now at a place where it can be used to help ease the burdens placed on families.
You Have Been Named Executor of Your Sister’s Will – What Do You Have To Do and When?
July 23, 2024
Being elected as an executor of an individual’s Will is an important responsibility. Administering a Will can be time-consuming, and it requires strict adherence to
Eldercare Planning: An Overview of Conservatorship
July 23, 2024
A conservator is an individual or organization chosen by a court to protect and manage the finances of a person, sometimes called the protected person,
