We sometimes view estate planning as a one and done proposition. Keep in mind, our lives change and so must our plans. If it has been several years or more since you have signed your estate planning documents, then it is possible that the plan won’t achieve your goals. Periodically reviewing your plan with an...
In most families, parents choose to leave their estate equally to their children. But sometimes, parents intentionally choose to disinherit a child and cut them out of their estate completely. You may have, what you believe to be legitimate reason to do this: one child is more financially successful than the others; not wanting a...
Trusts can be great estate planning tools to protect assets, avoiding probate, saving legal costs and a whole host of other reasons. But did you know many Trusts fail? This is probably not something you want to hear after the time, effort, and expense you put into creating the Trust. But it’s true. Trusts can...
Imagine for a moment a parent who has cared for you, was the best teacher you ever had in life, was an example as to how to be a spouse/parent to your own family, was self-reliant and never asked for any help. Today she cannot take care of herself or even recognize who you are. ...
When clients come to us wanting to protect their primary home, one of the tools we use is the Declaration of Homestead. These are the common questions we are asked about the homestead declaration, and how it can help our clients achieve their goals. What is a homestead? A homestead refers to the Homestead Act,...
For many seniors living alone or who have lost their spouse or life partner, adding an adult child as a signer to your bank account seems like a good idea. You might be worried that if you become sick or unable to manage your own affairs that your bills will go unpaid and the thought...
A key part of effective retirement and estate planning includes an assessment of your potential benefits. In this informative webinar, our panel of experts will explore basic benefits at the federal, state, and local level to ensure you’re taking advantage of all that you may be entitled to receive. Introduction to the webinar and to...
Have you considered what would happen if you lost the ability to make decisions for yourself? What would you do if you became impaired from a stroke, car accident, dementia or a whole host of other afflictions that would affect your ability to make your own decisions? As we age and face health issues, we...
A common misconception about Trusts is that Trusts are only for the rich; the truth is that Trusts can be a powerful tool for many people in a variety of situations. If you’ve ever asked yourself whether a Trust might help to meet your planning goals, this video is for you. In this webinar, Nurse...
In any other year, the holidays are a great reason to spend quality time with our aging parents. We get to see firsthand how they are doing, often in their own environment. We can see if early issues need to be addressed or if there are any outward signs of decline. After all, who knows...
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