Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death. Read more
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets. Read more
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more
Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care. Read more
Planning for your golden years is no small feat. A robust retirement plan is a treasure map to comfort and security in your later life. However, the road to a stress-free retirement is often littered with potential mistakes. Identifying common retirement planning mistakes and knowing the mistakes to avoid can save future retirees from headaches and financial instability. Are You Underestimating Health Care Expenses When Your Retire? One retirement mistake made often is underestimating health care costs. It’s easy to overlook long-term care and other health expenses, especially if you’re currently in good health. However, healthcare expenses can deplete your… Read more
The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court. Read more
Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires… Read more
For many busy professionals, finding the time to effectively plan for retirement can be a challenge. Between personal commitments and demanding careers, setting aside time to create a retirement plan might take a backseat. However, strategic financial decisions need to be made to ensure a comfortable and fulfilling retirement. This retirement planning guide is designed specifically for planning for busy professionals, helping you navigate this essential process efficiently. Why Is Retirement Planning Essential for Busy People? Despite hectic schedules, retirement planning should not be neglected. Busy professionals often have the benefit of a higher income, which, if managed correctly, can… Read more
Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out. Read more
Joanne Woodward was diagnosed with dementia just days before her late husband Paul Newman was diagnosed with cancer. Here’s everything to know about Joanne’s health struggle. Read more
