Celebrity Estate Planning Mistakes to Avoid
If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.
Is Your Student Off to College? Make Sure These Legal Documents are Available
Ensure your college-bound child’s safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
Working Past 65? How to Avoid Lifelong, Costly Medicare Enrollment Mistakes
An essential part of securing your retirement is understanding how healthcare transitions work—especially if you decide to keep working past traditional retirement age. Here is a comprehensive, updated guide on navigating Medicare when you turn 65.
Redefining the Second Half: How to Master the Retirement Transition of Time, Money, and Purpose
Many people identify themselves with their work — but when someone is no longer working, they default to labeling themselves as “retired.”
How to Protect Your Estate from a Rotten Son-in-Law
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Maintaining Independence as We Age
This is also the time to consider what plans are in place to ensure you can maintain your own independence in the coming years. This includes creating or updating your estate plan, to be sure it reflects your wishes for your future and your family’s future.
Estate Planning for Blended Families
Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
Don’t Leave for Summer Vacation without Proper Planning
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
The Hidden Trap in Your Estate Plan: Why Beneficiary Designations Can Ruin Your Last Will
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Draft a Last Will and Keep It Current: Avoid Dying Intestate in Texas
If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
