5 02, 2024

How a Letter of Instruction May Benefit You

2024-02-11T06:23:34-05:00February 5th, 2024|

While it is important to have an updated estate plan, there is a great deal of information that your heirs should know that does not necessarily fit into a will, trust, or other documents. The solution is a letter of [...]

2 02, 2024

40% of People Say They Don’t Have Enough to Make a Will

2024-02-02T09:13:22-05:00February 2nd, 2024|

Four in 10 people believe they do not have enough assets to make a will, according to Caring.com’s 2024 Wills and Estate Planning Study, which surveyed more than 2,400 individuals. This statistic reflects a common misconception about estate planning: that it [...]

29 01, 2024

What Is MAID (Medical Aid-in-Dying)?

2024-01-29T11:19:22-05:00January 29th, 2024|

Many people seek to avoid situations in which life is unnecessarily prolonged. Subsisting on expensive life-support long beyond when treatment might improve one's quality of life can be cruel. With advance directives, including living wills and powers of attorney, you [...]

22 01, 2024

Avoiding Property Tax Foreclosures for Older Adults

2024-01-22T03:06:01-05:00January 22nd, 2024|

If you are a homeowner who is falling behind on your real estate taxes, you may end up facing foreclosure on your property. Because your property taxes hinge on the value of your property, you may find your taxes rising [...]

19 01, 2024

A Useless Power of Attorney: Avoid Free Legal Documents

2024-01-19T03:12:39-05:00January 19th, 2024|

A power of attorney designates a trusted individual to make decisions or conduct transactions on your behalf. They could be related to personal finances, business operations, or medical needs and used for a single immediate purpose or an ongoing situation. [...]

15 01, 2024

A Seniors Guide to Estate Planning

2024-01-15T02:30:57-05:00January 15th, 2024|

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These legal documents help [...]

12 01, 2024

Retirees: Deduct Your Long-Term Care Insurance Premium

2024-01-12T02:27:32-05:00January 12th, 2024|

Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason to use it. Regardless of what the future holds, there's one silver lining of which you may not be aware. [...]

8 01, 2024

Medicaid Planning Protects Your Home

2024-01-08T02:17:29-05:00January 8th, 2024|

Your most valuable property may be your home, which is true for many people. You likely want your children to inherit that value when you pass away. However, you may also have concerns about planning for the future, especially if your health declines and you need expensive [...]

5 01, 2024

Who Gets Copies of the Will After a Person Dies?

2023-12-28T12:13:15-05:00January 5th, 2024|

Many movies and television shows feature a scene where family members gather after a relative has died to listen to the reading of the will. While this makes for a dramatic scene, it is one that may have been more [...]