Tom
When Beneficiaries Disagree: How Executors Can Navigate Conflicts
Being named executor of an estate can feel overwhelming. There are legal and financial details to sort through, but sometimes the hardest…
Estate Planning for the Perks: What to Do with Miles and Points
What comes to mind when you think about estate planning—your home, your savings, decisions about who will be inheriting family heirlooms? Estate…
From Planning to Administration: How an Estate Plan Comes to Life
Whether you already have an estate plan or are still thinking about creating one, it helps to understand what happens after the…
Can I Handwrite My Last Will and Testament? What to Know About Holographic Wills
Maybe you have thought about writing your will on a notepad or typing it out and signing it at home. You might…
Caring from Afar: What Long-Distance Caregivers Should Know
Not all caregiving happens close to home. Maybe your mom still lives in the house you grew up in, but you are…
My Parents Have a Trust, but No One Knows What’s In It
It may start with a sentence like this: “They said they have a trust… but we don’t know what it says –…
When the Power Goes Out: Heat, Hurricanes, and the Elderly
In the middle of a heat wave, the power shuts off across town. For most people, it is inconvenient. For some older…
I Inherited the House With My Sibling… and Now We Disagree
Why this happens—and how a good estate plan can prevent it Inheriting a house with a sibling might seem like a generous…
