Essential Masterclass
How to Pay for Care without Going Bankrupt

How Can I Be Better Long-Distance Caregiver?

Long pandemic lockdowns forced many older adults to become comfortable with video calls to stay connected with family. That, in turn, means that long-distance caregivers have a better way to see how their loved ones are faring.

What are Top ‘To-Dos’ in Estate Planning?

estate planning to-dos

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.

Avoid Errors with Special Needs Planning

Disability Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

Elder Law Essentials in Texas

Estate Tax Planning

Elder law is an aspect of estate planning focusing primarily on the needs of families and individuals as they age.

Estate Planning Tips for Aging Solo

Aging Solo

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

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