Asset Protection Planning Strategies to Protect Seniors from Financial Scams
The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Facing the Future: Your Essential Estate Planning Guide
Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]
Estate Planning Steps to Contemplate in 2025
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
Discussing Estate Planning in the Holiday Season
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
How to Avoid a Will Contest in Six Steps
Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
What Should You Do If Your Estate Plan is Out of Date?
A farm couple spent a lot of money on their estate plan years ago. However, now it’s outdated.
How Can You Prepare to Care for Elderly Parents?
Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
Why are Inheritance Conversations Necessary?
Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
