Category Archives for Estate Planning
Are States Doing Enough To Prevent “Elder Fraud?” Most Think They Aren’t
Financial crimes against the elderly are an increasing problem in the U.S. However, most states are not doing enough to fight it.
Continue readingHave the “tough conversations” with your Family Members
It is very important that elderly people talk to their younger family members about what their needs are and what they might be in the future. Too many people are not having those conversations.
Continue readingDigital Assets…Locked Today, Open Tomorrow
You need to make sure that no one else can access your digital accounts now. However, you also need to plan, so that someone else can have access to them, after you pass away.
Continue readingHave You “Lost” Any of Your Retirement Accounts? Do You Even Know?
Many elderly Americans are entitled to a lot of money that they may have forgotten about or do not know how to locate, because they have lost track of old retirement and pension plan information.
Continue readingWhere People Get Confused About Wills and Trusts
While it is not possible to dispel everything that people mistakenly believe about wills and trusts, a few things come up often enough that it is important to make sure you do not hold these mistaken beliefs.
Continue readingAre You Leaving Your Health Care Decisions Up to Others?
If you do not plan ahead for what might happen to you if you are ever incapacitated, then your family (or others) will have to make health care decisions for you. That can cause them a lot of stress and may not be the wishes you have.
Continue readingWhen (and How) Should You Change Your Estate Plan?
It is important to change plans, when things change that make your previous plans bad.
Continue readingCryptocurrency Adds a New (and more complex) Dimension to Your Estate Plan
The increasing popularity of cryptocurrencies creates challenges for planning how those assets will be handled, after the owner passes away.
Continue readingWhy Your Estate Plan May Not Work the Way You Think
There are a variety of things that can make your estate plan less effective and not accomplish what you think it will. However, some things happen more often than others.
Continue readingHow Does Medicare Advantage Affect the Quality of Your Nursing Home?
A recent study suggests that Medicare Advantage enrollees are more likely to go to lower quality nursing homes, than people enrolled in traditional Medicare.
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