When it comes to putting together the critical documents that outline what will happen to you in the event that you become incapacitated or your property in the event that you pass away, it might seem like a crockpot that you can set and forget. However, estate planning requires regular maintenance and oversight just as […]

Many people can share a horror story about a loved one who did not have appropriate end of life care documents set up when an incapacitating event occurred. In order to avoid a crisis in your own family, it is a good idea to think about having these documents for yourself as well as for […]

If you are thinking about possibly becoming a snowbird, it’s a good idea to do some financial and estate planning first. A recent study from Maryland indicates that by age 61, the majority of individuals feel as though they are free to choose where they want to live the most. Earlier in life, however, many […]

Estate planning is about more than thinking of who will inherit your assets when you pass away. It is also important to think about who will manage your finances, your healthcare decisions, and your assets in the event that you become incapacitated.  Incapacity planning raises the question of whether or not it makes sense to […]

A medical power of attorney may also be referred to as a healthcare surrogate or a healthcare proxy, but this critical document allows you to appoint another individual to make medical decisions on your behalf if you become unable to do so. In the event that you are no longer able to understand medical instructions […]

Many people express discomfort when it comes to talking about their own mortality or putting together an estate plan. Many more individuals simply believe that they do not have enough assets to warrant an estate plan. Remember, however, that putting together these critical documents and planning strategies is about more than what will happen to […]

Everyone can benefit from some type of estate planning, but this process becomes all the more important in the event that you’re blending families. The best time to handle this situation is now, before any of the necessary plans must be implemented. Estate planning is not always easy, but partnering with the right lawyer can […]

It’s expected that tax policy will be one of the biggest issues in the 2016 presidential campaign. To understand how various presidential candidates, view this issue, read on to learn more. Estate tax. The Hillary Clinton plan propose increasing the highest estate tax rate to 45% and lowering the estate tax exclusion to $3.5 million. […]

There are several different mistakes you can avoid when setting up future plans for your disabled child. An individual with special needs will have concerns that will continue for years after you pass away and planning ahead significantly can ease your own fears about this individual’s future. What follows are some of the most common […]

When you are approximately five years away from retirement, you need to make sure you follow the five steps below in order to protect your interests and ensure that you have planned ahead appropriately for all possible concerns.  Make a protection plan. Guard against risks that could burn down your income plan. You need to […]