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Do Young Adults Need Estate Planning?

estate planning for young adults

As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.

Should I Ask Mom and Pop about Their Finances?

Daughter talks with mom about estate planning on the couch.

There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.

What Does an Elder Law Attorney Do?

An Elder Law Attorney can help couples and individuals age 50+.

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.

The Ultimate Retirement Bucket List: A Prescription for Mental Health

Four retirees exploring a new city on their bucket list.

A bucket list is not just a collection of dreams – it’s a prescription for mental well-being in retirement. By staying active, engaged, and focused on meaningful goals, older adults can cultivate a sense of purpose and fulfillment that carries them through their later years. What are you waiting for? Start making your ultimate retirement bucket list today.

Estate Planning Strategies Support Aging Parents

Multi-generational family at home needs estate planning.

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.

Estate Planning Checklist for 2024: A Comprehensive Guide

Estate Planning Notes with coffee - making a checklist

Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…

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