A Sample Checklist of What goes into a Will
March 6, 2024
Here is a basic checklist of items that could go into a will: Personal Information: Name and address of the testator (the person making the
Category: Eldercare Planning and Organization
Why You Might Just Need More Than Just a Will
January 31, 2024
Planning for the future is essential, especially when it comes to your assets and property. While many people believe that having a will is enough,
Understanding the Power of Attorney: Your Legal Shield in Important Matters
January 2, 2024
Life is unpredictable, and there may come a time when you are unable to make important decisions or manage your affairs due to illness, disability,
How Long Should You Keep Medical Records and Financial Documents After the Death of a Loved One?
December 7, 2023
Losing a loved one is a challenging and emotional time. As you navigate through the grieving process, you may also find yourself faced with the
Navigating the Financial Challenges of Caring for Aging Parents
December 1, 2023
Caring for aging parents can indeed be a significant financial challenge for many individuals, often resulting in the depletion of wealth over a relatively short
Estate Planning for Elderly Parents: A Guide for Adult Children
November 16, 2023
Estate planning is an important consideration for elderly parents, as it helps to ensure their wishes are honored and their assets are protected in the
How to Talk with Your Family About Estate Planning
November 14, 2023
Do your parents have a Will or Health Care Proxy? Would you or your siblings know where to find your parents’ important estate planning documents
Funding a Trust in 2024: A Comprehensive Guide to Protecting Your Assets and Legacy
November 1, 2023
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Estate Planning and Long-Term Care: A Comprehensive Guide
October 26, 2023
Introduction Long-term care is a vital component of life planning, encompassing various services and support designed to assist individuals who are no longer able to
The Importance of Creating an Online Will with Your Aging Parents
October 12, 2023
Introduction Caring for an aging parent is a profound and challenging responsibility that many of us will face at some point in our lives. While
