Estate Planning
An Overview of Guardianships and How to Protect Your Right to Vote and Finances
All US citizens have the fundamental right to vote, but if you become a ward through a guardianship process, you may lose…
Self-Discipline and Financial Literacy Are Key to Building Wealth
A steady path can over time make you a self-made millionaire if you are part of the millennial generation or younger. It…
The Benefits of Pet Trusts
Those who have pets understand how much joy and comfort they provide. Since you love them, you give them the best life…
Discussing Treatment Is Essential for Advance Directives
Considering our own death is one of the most difficult challenges in life. Yet it is very important to think carefully about…
The Impact of Recent Tax Law Changes on Retirement and Estate Planning
As a result of the Inflation Reduction Act (IRA), which became law in August 2022, as well as SECURE 2.0, tax provisions…
A Comparison of Revocable and Irrevocable Trusts
Estate planning often involves the use of revocable and irrevocable trusts. Each has benefits and drawbacks depending on your goals. However, both…
How Does the Estate Administration Process Work?
Estate administration refers to the process of managing and dispersing an individual’s assets. This process typically includes identifying and inventorying the decedent’s…
The Importance of Discussing Finances and Estate Planning With Elderly Parents
Having conversations about your parent’s finances is essential as they age. To broach the topic, you might bring up current events like…
Validating Your Will is Important
Despite the fact that more than half of American adults believe estate planning is important, just 33 percent have a will. caring.com…
As Part of Your Will or Trust, Include a Memorandum About Your Personal Property
In the aftermath of a parent’s death, children often argue over mom and dad’s favorite items. Arguments can take place over things…
