Essential Masterclass
How to Pay for Care without Going Bankrupt

How to Be an Effective Advocate for Elderly Parents

Power of Attorney

As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.

Do We Need Estate Planning?

Estate Tax Gifting Exemption

Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.

Here’s Why You Need an Estate Plan

estate planning

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Key Documents For Your College Kid

College Kids need Estate Planning too!

A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.

What is a Pour-Over Will?

Pour Over Will works together with a Living Trust

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.

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