What Advisors Does a New Widow Need?
Losing your spouse can be a critical moment in your life, during which you’ll need support from friends and family and plenty of time to heal. You’ll also want to rally a trusted team of experts who can help a new widow through new and probably unwelcome territory.
Should Spouses Use the Same Estate Planning Attorney?
You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?
Can I Age in Place?
As people age, health and mobility issues can make independent living at home more difficult. However, not everyone can afford a nursing home or assisted living, and not everyone wants to move to one of these facilities.
It Is Important to Update Your Estate Plan
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
How to Help Mom Manage Her Care if She Moves
My 87-year-old mom is relocating to live with us. I’m excited to have her but getting overwhelmed at the thought of finding her all new doctors—setting up those introductory appointments and doing all the new insurance paperwork. How can I make sure I don’t miss anything?
Are My Children Entitled to An Inheritance?
Adult children may anticipate, but are not legally entitled, to an inheritance.
Make an Impact with an Endowed Scholarship in Your Estate Plan
A love for nursing and a desire to help young people prompted a Norfolk man to include a nursing scholarship at Northeast Community College in his estate planning.
Should You Agree to Being a Guardian?
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
Who Needs a SLAT Trust?
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.