Most people think of estate planning as wills, trusts, and other documents that may be needed after death. But some of the most important documents are those that can be used during life. These can be especially important as more and more American families are serving as caregivers for family members and may need estate […]
Incapacity Planning
Joint checking account not best estate planning strategy
If you or someone you know has ever been through the tangled web of the probate process, you would probably do almost anything to avoid going through it again. While there are many estate planning strategies that can prevent the probate of an estate, some of the ones that seem relatively simple may cause the […]
Have estate plan tune-up before summer vacation
Summer’s here! School’s out! The next logical step is – family vacation! But not so fast. Before you hit the road this summer, make all those safety checks, including whether your estate plan needs a tune-up. No one wants to start their vacation planning thinking about the bad things that might happen that would require […]
Nursing home expenses can quickly deplete family resources
There are many reasons to think about estate planning for your heirs after your death. But estate planning can also address many costs that you will have before you die. One of these could be nursing home expenses. A recent survey of a healthcare organization shows that 43% of those 65 or older will be […]
