Don’t fall for a cheap estate planning process and don’t do your own planning. If you do, you may end up making serious errors. You should not sacrifice great planning for a supposed money-saving deal which likely won’t work and will cost you or your heirs thousands. [...]
Want to know what’s useless? An estate plan that doesn’t work. Useless estate plans become a problem after it’s too late. The person who left the mess dies or loses capacity, and they never know the anguish and problems they caused. But their family has to pick up the pieces. [...]
When it comes to estate planning, avoid making mistakes others have made. With wise advice you won’t have to learn from your own mistakes or force your family to regret your mistakes for years to come. Get your estate planning advice from an experienced lawyer who specializes in senior estate planning. [...]
When you think about it, what’s on your list of “tolerations?” I was asked that not too long ago with a business coaching group and found it helpful. So, I’m asking you! Tolerations are those things (big or small) that are not quite right in our own life, [...]
Truly, we’re living in historic times. History long will remember when the businesses closed, the roads cleared, health care workers became heroes and parents gained new appreciation for teachers. We will all remember this time when grandparents could not hug their grandchildren, and the rising toll of COVID-19. [...]
The loss of a loved one is never something pleasant to think about, but, unfortunately, as we head into our retirement years, we are often faced with the passing of our family and friends. And, chances are that you may be asked to assist in closing out the estate for [...]
When it comes to leaving an inheritance to loved ones, many boomers and seniors automatically think of leaving cash, real estate, business interests, and life insurance proceeds to family. But for those who find themselves devastated after the loss of a loved one, often intangible assets carry the most value [...]
Death or incapacity can creep up on anyone. If you’re not prepared, your family could bear a heavier burden when handling your estate and financial affairs. Here are five tips to help everyone lighten the load. Make an estate plan. One of the most important things you can do to [...]
Veterans Pension, also called Aid and Attendance, is an often-overlooked benefit for veterans. Its purpose is to provide a minimal standard of living for those who served our country during a wartime period. The veteran didn’t need to go overseas or be in combat; he or she only needs [...]
Spring cleaning used to be a time when we really cleaned. Now it’s an expression for an exercise where many of us resolve to “get organized” or “get my affairs simplified” or some version of launching a new year with a better version of the old. As we age, this [...]
