Updating Your Estate Plan after Receiving an Inheritance
Receiving an inheritance is a significant financial event that can have a substantial impact on your overall estate plan. To ensure that…
Estate Planning for Individuals with Disabilities: Ensuring Financial Security and Care
Estate planning for individuals with disabilities requires careful consideration to ensure their financial security, healthcare needs, and overall well-being. Here are some…
Common Mistakes when Planning for Long-Term Care
Planning for long-term care is a crucial aspect of financial and healthcare planning, but it’s also an area where individuals often make…
Which is the Best Choice: Inheriting a Retirement Account as a Child or Grandchild?
Whether a child or grandchild should inherit a retirement account depends on various factors, including your financial goals, tax considerations, and estate…
Examples of Documents You Should Bring to Your Initial Estate Planning Consultation
Setting a time to meet with an estate planning attorney is an important step in developing an estate plan. In order to…
What Happens to My Parent’s Debts at Their Death?
Parents often hope to pass assets on to their children, but medical bills, mortgages, and other expenses can cause many older people…
The Role of a Letter of Intent in Your Estate Plan
A Letter of Intent (LOI) is a valuable and often overlooked component of an estate plan. While not a legally binding document…
Estate Planning for Social Media Accounts
Estate planning for social media accounts is an increasingly important aspect of modern estate planning. As more of our lives move into…
Provisions That Should Always be Part of Your Last Will
When creating a Last Will and Testament, there are several essential provisions that should be included to ensure your wishes are clearly…
Senior Caregiving in Blended Families: Addressing Unique Challenges
Addressing senior caregiving in a blended family can be a sensitive and complex topic that some families may avoid discussing. However, ignoring…
