Your father has suffered from dementia for the past three years, and your mother has been his main caregiver, along with some help from you and a few other family members. But the burden has primarily fallen on your mother’s shoulders, and it has become too much for...
Month: November 2020
Estate Planning is a Way of Saying Thank You
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
In Estate Planning, Don’t Forget the Who and the What of Home Sweet Home
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.
Coordinating Your Seasonal “Outfit” with Estate and Tax Planning
As the calendar year draws to a cose, it’s time to coordinate your tax and estate planning.
Estate Planning for Millennials
Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.