Articles — page 26
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Estate Planning Checklist: A Guide to Getting Started
The holidays are all about making lists: lists of gifts, lists of who’s been naughty or nice, New Year’s resolution lists… And so why not include among these an estate planning checklist that ensures you have everything… Read “Estate Planning Checklist: A Guide to Getting Started”
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Revocable and Irrevocable Trusts, Explained
While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and irrevocable trusts. These two types of trusts are discussed most often within the… Read “Revocable and Irrevocable Trusts, Explained”
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Holiday Estate Planning: A New Year’s Resolution that Keeps Giving
New Year’s resolutions are a funny thing. Folks set them believing they will bring positive change only to have them turn into a source of anxiety and self-doubt when they fall through weeks later. Just 8% of people… Read “Holiday Estate Planning: A New Year’s Resolution that Keeps Giving”
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The Stresses of Caregiving on the Sandwich Generation
Dorothy Miller, a social worker, first created the term “sandwich generation” in 1981. A Journalist, Carol Abaya, continued to study and add to what the term means. In 2006, Miriam Webster included the term, sandwich… Read “The Stresses of Caregiving on the Sandwich Generation”
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5 Reasons Why You Need a Power of Attorney
A power of attorney is a vital part of any estate plan. The power of attorney—or POA as it’s often called—is a legal document that gives a selected individual the authority to act for another individual in legal or… Read “5 Reasons Why You Need a Power of Attorney”
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3 Documents Everyone Should Include in Their Estate Plan
If we’ve learned anything throughout the course of the Covid-19 pandemic, it’s that life can be extremely unpredictable. Unfortunately, we have no way of knowing what the future holds, or if and when tragedy will… Read “3 Documents Everyone Should Include in Their Estate Plan”
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Reasons to Establish a Family Trust
We wanted to share a blog post from a friend of ours. Thomas Glascock is an estate planning attorney out of New York. We work together in the National Network of Estate Planning Attorneys to help each other create… Read “Reasons to Establish a Family Trust”
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Medicaid 101: Your Guide to Getting Started
According to government statistics, a person turning 65 today has a nearly 70% chance of needing long-term care in their remaining years. Women require care for an average of 3.7 years while men, who have a shorter life… Read “Medicaid 101: Your Guide to Getting Started”
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Estate Planning is a Gift for The People You Love
Yes, estate planning is an effective way to protect you and your assets from the uncertainties of the future. But—perhaps more importantly—estate planning also protects the people you love in countless ways. Estate… Read “Estate Planning is a Gift for The People You Love”
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Estate Planning for a Loved One with Substance Abuse Issues
An estimated two million people in the United States are struggling with a substance abuse disorder related to prescription opioid pain medications, and 591,000 suffered from a heroin use disorder, according to the… Read “Estate Planning for a Loved One with Substance Abuse Issues”