What Should Not Be Included in Trust?
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
February 17, 2022
Leaving Instructions for Loved Ones
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
February 16, 2022
What Foods are Bad for Joints as Aging Occurs?
You can’t do much to slow the march of time, but there are plenty of lifestyle changes you can make to show your joints a little love.
February 14, 2022
Why Should I Have a Living Will?
As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.
February 11, 2022
Can a Common Surgery Reduce the Risk of Dementia?
A common surgery that many older Americans need is strongly linked with a reduced risk of Alzheimer’s disease.
February 10, 2022
What are the Most Common Estate Planning Mistakes?
With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.
February 9, 2022
Are Your Beneficiary Designations Up to Date?
Non-probate assets are those assets which do not go into an estate when the owner dies.
February 8, 2022
What Vaccines Should Seniors Schedule besides COVID?
Now is the time to schedule vaccines that can keep you healthy — and even save your life.
January 26, 2022
Managing Your Home as a Financial Asset
Could generations of traditional homeownership wisdom be wrong? Here’s what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
January 25, 2022
What are Biggest Mistakes in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
January 24, 2022