How to Age in Place
Questions to help prepare for aging in place.
READ MOREThere are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
READ MOREAn estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
READ MOREWhether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
READ MOREA Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).
READ MOREThese days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
READ MOREWhen it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
READ MORE…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?
READ MOREMaximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
READ MOREWe all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.
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