October 1, 2015Estate Plan, Short QA 8 Important Reasons You Should Have an Estate Plan Below are some of the main reasons why it is important to have an up-to-date estate plan: To designate who...
December 29, 2014Estate Plan, Estate Planning Bummers for Boomers – 5 Common But Avoidable Estate Planning Mistakes Bummers for Boomers In his article "Estate Planning Mistakes Every Boomer Should Avoid," author Casey Dowd enumerates some of the...
November 4, 2014Caregivers, Caregiving, Estate Plan, Home Health Care Questions to Ask Before Hiring an In-Home Caregiver The last thing that you want to do when deciding whether to hire an in-home caregiver for one or both of...
June 13, 2014Estate Plan, Estate Planning Estate Planning for the Blended Family Little attention has been paid to the estate planning issues confronting blended families. A blended family or step family is...
April 3, 2014Estate Plan, Short QA Challenging Your Parents Estate Plan Question: What is the most common reason for children challenging their parents Estate Plan? Answer: In my experience, the disinheritance of...
January 22, 2014Estate Plan, Wills Helping Your Heirs Sort Out Your Finances Once You’re Gone The Paperless World Can Leave Heirs In The Dark As people increasingly go "paperless", using the online features of banks...