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Revocable Living Trust can Help with Planning for Incapacity

Revocable Living Trust can Help with Planning for Incapacity

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.
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Posted on: November 17, 2023
Is a Power of Attorney Really Necessary

Is a Power of Attorney Really Necessary?

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
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Posted on: September 22, 2023
How to Plan Ahead in Case a Loved One Has Dementia

How to Plan Ahead in Case a Loved One Has Dementia

The sooner someone facing a dementia diagnosis begins plans for their future care and financial decisions, the better it will be for those they love, experts say.
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Posted on: August 19, 2023
What Estate Planning Is Needed for Parents
Posted on: August 18, 2023

What Three Things Do People Overlook on Estate Planning Benefits?

The main reason to plan your estate is to make sure that your wishes are followed after you are gone.
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Posted on: May 11, 2023
Estate Planning Singles

Singles Need Estate Planning to Protect During Lifetime

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
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Posted on: May 10, 2023

Is Your Will Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate.
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Posted on: February 18, 2023
IMS - Estate Planning and Elder Law Practice Growth Advisors
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