Mar 11, 2024 | Estate Planning, Family, Newlyweds
In this article, we’ll look at why adding your partner to your will and estate plan is the ultimate act of love. Providing Care and Protection While a will, trust, and other estate planning documents are valuable, if they aren’t properly counseled, regularly...
Mar 4, 2024 | Death, Estate Planning, Family
This week, we’re exploring the conversations you need to have right now to truly understand your family’s financial picture and plan for the future. Conversation #1: What Exactly Do Your Parents Own? The potential risk to your family’s wealth is intricately tied...
Feb 26, 2024 | Beneficiaries, Estate Planning, Family
In this article, we’ll explore how not to name beneficiaries on your life insurance and how to name beneficiaries to ensure your loved ones have the funds they need to thrive when something happens to you. DO NOT Name a Minor As The Beneficiary of Your Life...
Feb 19, 2024 | Children, Estate Planning, Family
In this article, you’ll learn what has changed under the new rule and how grandparents can leverage it to support their grandchild’s educational pursuits. Understanding the 529 Account What exactly is a 529 college savings account? It’s a special savings...
Jan 29, 2024 | Estate Planning, Family, Trust, Trustee, Wills
Keep reading to learn what steps need to be considered when estate planning for someone with more advanced dementia. Seek a Cognitive Evaluation If your loved one’s cognitive capacity is in question, seeking a professional evaluation is a prudent and proactive step in...
Jan 21, 2024 | Estate Planning, Family, Trust, Trustee, Wills
In this article, we’ll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected. Understanding Incapacity When the effects of dementia make it difficult for a...
