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Understanding Why You Might Need Probate

Although probate sounds expensive and complex, it is a standard legal procedure which formalizes how some assets pass from decedents to the heirs or beneficiaries of their choice. Whether or not you require probate depends on the type of property…

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Five Estate Planning Mistakes People Make

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

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planning for disabled

What You Need to Know About Special Needs Planning

Enabling the Disabled Let’s take a look at planning for disabled people so they can live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to…

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communicating estate plan to family

Discussing Your Estate Plans With Family

A comprehensive estate plan is vital to achieve a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…

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senior loved one live with you

Should My Senior Loved One Live With Me?

While aging in place is increasing in popularity, it is concerning when an older loved one is having trouble living safely at home. Troublesome signs like a dirty home in poor repair, unpaid bills, piles of mail, and food out…

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estate plan wealth transfer

Preserving Wealth and Your Estate Plan

Careful planning is vital if you wish to protect your inheritable legacy so that its aggregate will exist for future generations. There are always generational differences of opinion as to how best to live and behave in the world. Millennials…

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What Is Probate and How To Avoid It

While a variety of family circumstances can increase the risk of intra-family litigation, there are two main reasons. The first is when families disagree with how to handle a mentally incapacitated family member. The other is when, after death, disagreements…

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Inheritances and Medicaid: Handle with Care

Costly mistakes are often made when it comes to inheritances and Medicaid. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully to minimize expensive penalties. What…

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