Incapacity
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families. Read more
A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney? Read more
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. Read more
There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships. Read more
It is a common misconception that only the ‘uber rich’ need an estate plan, when in actuality, everyone should have a plan. Read more
Facing the decline of health, whether mental or physical, brings an array of challenges. Some of those are logistical physical challenges, while others are legal, such as managing bill payments or filing taxes. Read more
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone. Read more
