General Blogs

Losing a loved one is an emotional experience that can often lead to stress as you handle that person’s final affairs. More than likely, once you go through the estate plan, you’ll see that everything is in order. Unfortunately, sometimes, there are surprises. When everything isn’t as you thought it would be, you have to determine what you’re going to…Read More

Too many people seem to think that Medicaid is only for those who are exceptionally indigent, but that is not the case. Medicaid is a program intended to help those who cannot reasonably cover their own medical costs, including retired adults on a fixed income. In order to qualify for Medicaid, you have to demonstrate that you meet certain standards,…Read More

For most people, the whole point of estate planning is to have control of the legacy they leave behind when they die. For those with substantial assets, complex family relationships or a desire to posthumously contribute to a charity, the creation of a trust is a common strategy for estate planning. However, there are many different kinds of trusts, and…Read More

There’s a very good reason that most testators specifically set aside some amount of financial compensation for the person they name as executor or administrator for their estate. After all, handling an estate is stressful work, bordering on a full-time job. In addition to obtaining records and paying bills, an executor or administrator must do their best to fulfill all…Read More

Losing your loved one can be a painful shock, particularly if you weren’t expecting them to pass when they did. As if you weren’t struggling enough after the death of someone you deeply care for, you could also find yourself dealing with unexpected complications related to their last will or estate plan. Specifically, some people find themselves disappointed and shocked…Read More

When people start getting close to retirement age, they may take steps to turn their retirement dreams into reality. Common planning for those nearing the end of their working career includes planning a vacation, making arrangements to sell their house and move or sitting down to consult with their financial advisor and change their investment strategy. Too many people overlook…Read More

For many people, concern about their family’s financial well-being is the primary motivator for creating an estate plan. Particularly for those who do not have a legal or biological tie to the individuals they love the most, an estate plan is necessary to protect their intentions for who receives which assets. When someone dies without a will, the state of…Read More

The aging process has a way of removing people’s autonomy regarding everything from their living situation to their own finances. Individuals who were once capable of performing complex surgeries may no longer be able to dress themselves or choose where they live. Cognitive decline is another major issue that affects the independence and decision-making authority of older adults. As you…Read More

If a loved one has been recommended for palliative care or hospice care by their doctor, it is likely that they will be moving into the later stages of an illness. This means that they need specialized treatment to help them be as comfortable as possible during this time. It can be very difficult to come to terms with the…Read More

You might think of senior citizens when the term “estate planning,” comes to mind but they aren’t the only individuals who need to have their affairs in order. All adults should take the time to get things together, but it is especially important for parents of young children to have essential documentation for important decisions. As you think about what…Read More