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Everyone handles their estate planning and finances differently, but it’s a good idea to set up a schedule so that you can review your estate plan and financial goals at the same time. While there is no real schedule that sets a required time to review your estate...
Someone's estate plan is among the most important documents that they will ever draft in their life. When that person dies, their estate plan establishes their legacy and protects the people who depend on them. Especially when there are substantial assets involved in...
If you have recently lost a loved one, it should be a time where the whole family comes together to mourn and support one another. The last thing you want is to be the cause of a lawsuit that piles contention onto an already painful situation. Like it or not, however,...
As your loved one ages, something that you should watch out for is those who would take advantage of their state. Your loved one may have moments of confusion or not be completely aware of what’s happening around them. As they are now, they deserve support and...
Planning your estate is not the most exciting of tasks, and for most people, their estate plans are treated much the same as their tax return -- they delay it much longer than they should do, and for this reason, the task feels more stressful and complex than it...
If you have recently lost a loved one, it is likely that you are having to deal with their estate plan at the same time as grieving their loss. Both of these processes can be difficult and overwhelming to manage, and you may feel that you are particularly stressed,...
As we age, the relationship with our parents often flips as the child becomes the caretaker. That means making sure mom and dad take their medications and get to their medical appointments. It can even mean helping them pay bills on time and making sure they are put...
When your loved informed you that you would be the executor of their will, you likely thought you were up to the job. Now that they have passed away, you might be panicking about discharging your duties. Managing their estate may daunt you, since it has so many moving...
As we age, our lives change significantly. Often, we must seek assistance in everyday tasks and move to new living situations that allow us to get that help. A looming fear for many is what will happen if they are incapacitated and are unable to speak for themselves....
Financial abuse of the elderly is growing exponentially in the United States. The Weinberg Center for Elder Justice says thieves steal $2.9 billion from older adults each year, and victims are not limited by gender, ethnicity or net worth. Between 1 and 2 million...