Why Planning Tasks Don’t Stop Because You’ve Retired
Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.
Does My Estate Plan Need an Audit?
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
How Important Is Estate Planning in the Pandemic?
Planning for unfortunate events is particularly critical in the era of Covid-19.
How Does Guardianship Work?
As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?
Consider Funding a Trust with Life Insurance
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
How to Keep Track of Mom’s Healthcare Information if She Gets Sick or Injured
Build your own medical emergency packet.
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
What Do I Need besides a Durable Power of Attorney for Healthcare?
A power of attorney (POA) is a powerful thing. A financial power of attorney document allows an appointed person to make financial, legal and property decisions on another individual’s behalf.
What Does My Estate Plan Look Like after Divorce?
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
How to Plan for Incapacity
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.