We have trouble facing up to the possibility that an illness or disability might make us unable to manage our own affairs. Healthcare directives are a vital part of any estate plan.
Being Prepared for “No Matter What” Contingencies
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Month: November 2021
INvestABLE Enables Financial Independence for the Disabled
New developments in the INvestABLE accounts for special needs individuals makes financial independence even more of a possibility for disabled adults as well as children.
The Chicken-or-Egg Estate and Tax Planning Conundrum
Each estate planning tactic must take into consideration the needs of more than one generation.
Putting Your Affairs in Order Takes a Team
Putting your affairs in order truly requires a number of different people, from your homeowners’ insurance agent to your tax advisor, property inventory specialist, and family members.
