Age With Confidence
And Grace
Estate planning is crucial for protecting your loved ones, no matter what your orientation may be. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to...
If you have a life insurance policy, you may not think that it has anything to do with how your assets are disposed of in your estate plan. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are numerous...
Planning an estate involves creating a number of documents that outline an individual's wishes. During the process, you can name people to make financial decisions on your behalf when you are unable. You can designate beneficiaries for your assets. You can also...
A special needs trust is often created and funded by families who care for a loved one with special needs. It can provide peace of mind to improve a family member’s future quality of life without jeopardizing their eligibility for government benefits. However,...
Families can face challenges dealing with and formalizing the inheritance of values and assets, especially if they wait too long to start teaching values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family legacy is...
During retirement and beyond, many aging Americans require the assistance of family members or friends to manage their finances, health, and other affairs. They often believe that their family members will be able to take care of any issues that arise. While...
You expected your parents to develop some difficulties as they got older, but you never dreamed you’d learn that your mom or dad was developing dementia or showing signs of Alzheimer's before age 65. Unfortunately, that’s becoming far more common. In 2013, only...
Effective October 18, 2018, the Department of Veterans Affairs (VA) has new rules regarding the eligibility of applicants applying for pension. These benefits are available to wartime Veterans and surviving spouses of wartime Veterans who are disabled and/or have...
A durable power of attorney is one of the most important estate planning documents you can have.It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends...
Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations are in order – you’re already ahead of the curve. While a will is a necessary document that every person who owns...
