Consider that your estate plan has been finalized. It provides care for your home, savings, and investments so that your family will receive those valuable estate items fairly and efficiently. Your plan will also protect your legacy from your children’s…
In the event that you begin receiving social security benefits early, your benefit amount will not be reduced. Because you will be taking it at a younger age, your monthly payment will be smaller than if you had waited but…
This is a question we hear all the time. Wouldn’t it be enough to just download a will, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate planning? It’s…
In the US, many adult children live far away from their parents. Managing aging parents or in-law medical events can be a serious challenge without proper preparation and understanding of what your parents’ strategy may or may not be, no…
Americans over 65 are experiencing divorce and widowhood at record rates, resulting in new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating…
What happens to your inheritance if your beneficiary is no longer alive? You may be wondering whether if you leave property to your brother Jim, but he dies before you, would his kids inherit the property in his place? The…
People who believe they are making a charitable donation to help less fortunate people are scammed by scammers who take advantage of their good intentions. Auto call lists that easily identify older victims and the ubiquitous online world of emails,…
At the beginning of a new year, we all take stock in our lives and make health care plans. Americans continue responding to the ever-present threat of COVID-19 in its many iterations, and we are identifying that which is most…
In a resort where parents purchased a timeshare, a resort agent suggested they sign a deed transferring the share to their children in order for them to continue to enjoy the timeshare after their parents passed. The resort agent suggested…
Brain Injury Awareness Month kicks off in March as it has for thirty years. Brain injury often referred to as traumatic brain injury (TBI), can range from mild (commonly called a concussion) to severe and is caused by an impact…