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Are Millennials Estate Planning?

March 27, 2022
As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
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What Does Estate Plan Include?

March 27, 2022
A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.
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Can Estate Planning Reduce Taxes?

March 26, 2022
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
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Should I See My Doctor about This?

March 25, 2022
Any new or unexplained pain should be checked out by a doctor, even if it's not severe.
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Who Is the Best Choice for Power of Attorney?

March 19, 2022
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
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What Can We Learn from Prince’s Estate Planning (or Lack Thereof)?

March 19, 2022
Six years of legal wrangling later, Prince’s estate is finally moving forward. Here are five critical mistakes he made that all of us can learn from.
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What Happens to Parents’ Debt when They Die?

March 17, 2022
Adult children typically don’t have to pay their parents’ bills. However, there are exceptions.  Even when a child doesn’t have to pay directly, debt could reduce what they inherit.
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What Does UK Study Say about Patients with Dementia Seeing the Same Doctor?

March 6, 2022
Study finds patients who consistently see same GP have fewer health complications and emergency hospital visits.
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Living Trusts: What are Common Mistakes People Make?

February 28, 2022
Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
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Do I Really Need a Will?

February 27, 2022
There are certain financial goals that it's important to check off your list, like having enough money in a savings account to cover emergency expenses and eliminating unhealthy debt. However, here's one goal many people gloss over -- creating a will.
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