It is particularly hard to protect and provide for children with special needs who require additional care to address their vulnerabilities. Structuring your estate plan to include the appropriate legal documents in the event of your death is crucial, especially when naming a guardian. Special needs children often require guardianship past the age of 18. […]
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COVID-19 has made Americans more aware of the importance of having a will, a living will, and perhaps even a living trust. Still, this knowledge is not translating into estate planning action. No matter your age or asset level, having a will is beneficial. According to a recent survey, nearly 33 percent of Americans have […]
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Most Americans believe estate planning is a one-time task that, once completed, can be filed away until their deaths. However, without being aware of the potential impact, people will make gifts during their lifetime or change listed beneficiaries on accounts which can have enormous unintended consequences on their will or trust. Review your estate plan […]
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Banking and payment of bills can become more difficult with age, but incapacity by accident or illness can strike anyone at any age, posing the same challenges. Incapacity is not just about mental cognition, accident, or illness. You may have a loved one who cannot drive themselves to the bank or has a distinct visual […]
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Enabling the Disabled Families can carefully manage their money to meet disability rules while still providing perks to the disabled individual. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to enjoy. And, though the rules can be strict, disabled people are still permitted […]
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When a loved one dies with a will, it specifies who shall receive their property and who will be in charge of settling their estate (called the executor). For many reasons, beneficiaries can feel slighted by what they did or didn’t receive, and some individuals are entirely excluded from inheriting anything at all. The legal […]
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The preparation necessary to provide care for an aging parent is crucial regardless of the circumstances. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide those services, or have worries about legal documents or how to finance your parents’ care needs now or in the future, […]
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According to a Caring.com survey, the percentage of those with a will continues to decline, 33 percent in 2021 versus 42 percent in 2017. The COVID-19 pandemic sees one in three people understanding the greater need for a will, but 31 percent of those acknowledging the need, did nothing about it. Spikes in new cases […]
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The practice of estate planning is evolving due to changing family structures. As recently as thirty years ago, a traditional family comprised a husband and wife who married young, purchased a home, had children, and worked toward financial stability and security. In 1949, 79.8 percent of American households were married couples, but in 2021 that […]
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It’s more crucial than ever to take stock of your life and your health care planning. Americans continue responding to the ever-present threat of COVID-19 in its many iterations, and we are identifying that which is most important in our lives to preserve our health and financial future best. For many, the mere mention of […]
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