Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Did you know that estate planning can help seniors avoid adult guardianship and elder abuse by guardians appointed by a court to care for seniors who are no longer able…
Optimize Your Legacy: Preserve Your Family’s Most Precious Wealth
What is your family’s most precious wealth? When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left…
How Will The Coming Wealth Transfer Affect Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers…
Why A Will Is Not the Best Option to Protect Your Pet
Do you have a pet and want to protect your pet even if you become incapacitated or when you pass away? These days, lots of people consider their pets to…
The Cost of Not Updating Your Plan
The cost of not updating your plan can be very high – likely much more than your plan cost you in the first place. If you’re like most people, you…
Protect Your Children’s Inheritance with a Lifetime Trust
You can protect your children’s inheritance with a lifetime trust and safeguard their inheritance (your money!) from common problems such as divorce, serious debt, devastating illness, and unfortunate accidents. Due…
7 Exercises to Complete With Your Parents
In a Facebook post, “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your…