Tools You Can Use to Leave Words of Wisdom to the Next Generation
You come into the world a blank slate, and as you grow, you gain wisdom. You've planned your estate to [...]
15
05, 2017
9
05, 2017
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind [...]
8
05, 2017
Study Finds That Social Security Workers Often Provide Incomplete Information
Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to [...]
8
05, 2017
Short-Term Care Insurance: An Alternative to the Long-Term Care Variety
A little-known insurance option can be an answer for some people who might need care but are unable to buy [...]
8
05, 2017
Dispute Between Brothers Demonstrates Need to Plan for Long-Term Care
A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term [...]
8
05, 2017
Adding to Uncertainty for Scam Targets, the IRS Now Allows Private Debt Collectors to Dun Taxpayers
In a move that could be confusing to seniors who are vulnerable to scams, the IRS will begin using private [...]
2
05, 2017
How Your Trust Can Help a Loved One Who Struggles with Addiction
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating [...]
28
04, 2017
How a Community Property Trust Could Save You From Heavy Taxation Down the Road
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep [...]
28
04, 2017
Integrating Community Property Trust Into Your Estate Planning
A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate planning is the best way to [...]
25
04, 2017
Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become [...]