Most young adults don’t consider estate planning a priority. Young adults in their twenties and thirties often think they don’t own enough to constitute an estate. However, an estate is the total of all you own – money, investments, real…
Our ability to socialize has been severely impacted by medically suggested protocols for social distancing and government mandates restricting large gatherings to slow down the spread of the coronavirus. This isolation holds especially true for those seniors who live alone…
The future is a big unknown for everyone. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not, and whatever happens will likely affect all deaths…
Envision your parent is just being released from a long stay at the hospital. The care providers assure you that your parent will be fine returning home, but you still worry. How can you make sure your parent is safe…
Family disagreements about a parent’s end-of-life care and inheritance can get so serious they may end up in a legal filing and court case. You can take steps moving beyond the possibility this might happen and create (or amend) your…
The probate process involves authenticating the deceased individual’s will, assessing the assets, settling debts and taxes, and overseeing the allocation of the inheritance. After an asset-holder dies, the court will appoint a valid will’s executor to administer the probate process.…
Sandy worked full time and was the sole caretaker for her 85-year old mother. Sandy would help her mom in the evenings and weekends. Unfortunately, Sandy was in a serious car accident and would be out of work for at…
Did you know the largest single minority in this country are the 58 million Americans five years of age or older that are identified as special needs? The majority of federal and state benefits available to help persons with disabilities…
Even though we have experienced a cycle of more than 10 years of economic growth, many wealthy retirees are reluctant to spend money for fear of running out of cash. Bloomberg.com is reporting many retirees, and near-retirees are sitting on…
As we grow older, physical activities become more difficult, and most seniors will suffer from some form of decline in health. That’s a truth all of us know. What you may not realize is that the aging middle class will…