The OTHER Talk: How to Discuss Estate Planning with Your Family
‘The Talk,’ in parenting circles, is generally defined as an uncomfortable conversation with your children about sex. However, there is another talk.
National Health Care Decisions Day Inspires Vital Conversations
National Healthcare Decisions Day is April 16th. Take this opportunity to talk with your loved ones about your healthcare wishes.
What Do Elder Law Attorneys Do?
Elder law attorneys can help with a long list of legal matters that seniors often face…
Preparing for an Estate Planning Consultation
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
How to Talk to Adult Children About Estate Planning: When, Why, and How to Have “The Talk”
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
Estate Planning is Vital for Solo Agers
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
How to Choose an Executor or Trustee?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Every Adult Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
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.
Organize Your Important Papers and Get Personal and Financial Affairs in Order
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
