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Things You Need to Know as Successor Trustee
Things You Need to Know as Successor Trustee Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to someone’s death or...
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup! Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you don’t...
Power of Attorney Misconceptions
Power of Attorney MisconceptionsA durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not...
Why a Guardianship and How to Avoid It
Why a Guardianship and How to Avoid ItWhat is a guardianship? A guardianship is usually defined as a protective legal proceeding for someone who is incapacitated and unable to manage his/her own affairs. Incapacitated means that the elder is no longer able to receive...
Snowbirds: What You Need to Know about Renting Out Your Property
Snowbirds: What You Need to Know About Renting Out Your Property Retreating to a warmer climate for the winter sounds like an ideal way to spend a few months. To help make this dream a reality, some individuals choose to rent out their second homes when they are not...
Myths We Tell Ourselves About Estate Planning
Myths We Tell Ourselves About Estate PlanningEstate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many...
Six Social Security Changes Taking Effect on January 1, 2021
Six Social Security Changes Taking Effect on January 1, 2021 The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you...
Helping Our Senior Loved Ones Deal with Holiday Loneliness…
Helping Our Senior Loved Ones Deal with Holiday Loneliness...The holidays are a time for family and friends to be together to celebrate and enjoy each other’s company. For many seniors, the holiday season are a time of reflection and can be full of mixed emotions as...
Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning
Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if...
Webinar: How to Navigate a Healthcare Crisis
HOW TO NAVIGATE A HEALTHCARE CRISIS Uh-oh… your loved one just had a bad fall, a stroke or heart attack. Your family was just hit with an unexpected illness or loss of a caregiver. Every day, thousands of people are thrown a curveball in their family’s health...
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