How NOT to Avoid Probate20190404210622
How NOT to Avoid Probate
One of the goals people often have in estate planning is to avoid probate – the legal process that administers and settles an estate. Probate has the...
Talking with Family About Estate Planning20171116150714
Talking with Family About Estate Planning
Estate planning not only involves the distribution of your property when you die, but the management of property and incapacity planning for later yea...
Estate Planning Communication20161118100614
Estate Planning Communication
Let’s face it, estate planning is not anyone’s favorite topic of conversation, but it’s certainly a necessary one. How do you get started in having a...
Does a Reverse Mortgage Impact Your Estate Plan?20110311080620
Does a Reverse Mortgage Impact Your Estate Plan?
For many seniors the equity in their home is their largest single asset, yet it is unavailable to them unless they use a home-equity loan. But a conve...
Do Your Retirement and Estate Plans Address These Four Risks?20110223134839
Do Your Retirement and Estate Plans Address These Four Risks?
February 23, 2011Estate Planning, Financial Planning, Retirement Planning, Senior Citizens0 comments
There are a new set of challenges for retirement and estate planning. People are living longer, costs are rising and more. It is now more important ...
Four Tips for Transitioning a Loved one to a Nursing Home20110218072842
Four Tips for Transitioning a Loved one to a Nursing Home
If you have had to relocate a loved one to a nursing home, you know how difficult it is to find the right facility, determine how to pay the nursing ...