Have 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 readingIt’s “WHY” and “HOW”…Not the “WHO” and “WHAT” that Matters
Someone asked me the other day when I was giving a speech to tell them exactly what “Estate Planning” really means. Seems like an easy answer for me, but not so much for everyone else. So I turned the question back on the audience and asked them what Estate Planning meant to them. Surprisingly, or […]
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.
Continue readingThere are “Legal” Ways to Eliminate Disputes and Keep Family Harmony
If you know that your family is likely to fight over your estate, you can limit the fight greatly, by using a trust instead of a will.
Continue readingWho Knows About Your Advanced Medical Directives?
If you have a health care power of attorney and living will, you should make sure that someone you trust knows where to find them.
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