What Legal Documents Does Every Senior Need?
There is a general consensus that having a last will and testament is important. However, few people realize the necessity of having medical documents in place.
When Is a Trust a Good Idea?
Setting up a trust is one way to transfer wealth to a loved one and create financial stability for them.
Why Can’t Rock Stars Retire?
With his Farewell Yellow Brick Road tour, Elton John confirmed his latest plans for retirement. The final show of the tour in July 2023 will be his last. However, deja vu suggests this might not be the last we see of Elton.
What Happens When There’s No Will?
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
Inheritances When Unequal Is Actually Fair
There are times when it makes sense to leave more to one child than another.
How Does a Spousal Lifetime Access Trust Work?
Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
Can I Keep Stepchildren Out of Estate Plan?
Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
What to Do When a Spouse Dies
Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.
Do Heirs Have to Pay Debts from an Estate?
First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.
Singles Need Estate Planning to Protect During Lifetime
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
