When most people think about estate planning, it is easy to assume it is something that only applies to elderly adults, or perhaps those facing major health issues, when in reality, starting your estate planning process in your 20s can be one of the smartest decisions you make. While the...

Choosing to move into a senior living community, whether independent living, assisted living, or a continuing care retirement community (CCRC), is a significant and often emotional decision. While much of the focus when making this decision is on lifestyle, care, and comfort, one of the most important aspects of this...

There is a public perception that your Last Will and Testament controls who receives their assets at death. However, “non-probate assets” including accounts with beneficiary designations (such as IRAs, 401(k)s, annuities and life insurance) are not controlled by the Last Will and Testament; rather, the beneficiary designation on the accounts...

Handling the aftermath of the death of a loved one can be incredibly overwhelming. Unfortunately, you'll find that family issues are incredibly common due to the stress of these circumstances. It's important to understand, however, that estate planning is imperative to help reduce the potential issues that can arise as...

As the head of your family, you may take planning for the future very seriously. After all, doing what you can to help care for your assets and beneficiaries even after your passing is critical. However, if you want to ensure your wealth is passed down for generations, understanding your...

It's no secret that estate planning can be incredibly complicated. Handling considerable assets like real estate, bank accounts, and life insurance policies can be confusing and stressful to plan for. However, while taking these assets into consideration, others can be forgotten. As such, the following blog explores the assets that...

Whether you refuse to switch from cable to streaming or can't get behind the influx of QR code menus at restaurants, you're not alone. As a baby boomer, you have a lot on your plate, from caring for your parents to parenting your own children. However, it's important to take...

When you are in debt, it can feel like the weight of the world is on your shoulders. As such, you may wonder what will happen to the funds you owe following your passing. Unfortunately, many are unaware of the impact even a little bit of debt can have on...

If there's one thing in life that's guaranteed, it's that nothing in life is guaranteed. Unfortunately, circumstances change all the time, and as a result, you may find that you need to change the terms of your will. In many instances, you'll wonder whether it's worth it to change the...

When someone passes away, it's important to understand that their last will and testament is an important document explaining their last wishes. However, when you have reason to believe your loved one was not in the right frame of mind when creating their estate plan, you may wish to contest...