Most young parents have no thoughts of dying or becoming seriously ill or injured. As unlikely as such a serious event is when we are young, it is a
What You Need to Know About Probate
A probate court validates a will and ensures an executor manages the decedent's assets and debts in accordance with the law and the decedent's wishes.
The Digital Footprint of a Loved One After Death
Online profiles and accounts aren't addressed in most estate plans because most adults don't have a will. As your online presence grows professionally
Understanding Social Security Benefit Calculation and COLA
The Cost-of-Living Adjustment (COLA) safeguards the monthly Social Security benefits provided to seniors. Changes in the COLA are tied to the Consumer
The Significance of Trusts as Essential Estate Planning Tools
Estate planning is an important process that involves distributing money and property after a loved one is gone. Though many people are familiar with
Paying for Long-Term Care with Annuities
More Americans are retiring, and long-term care services like assisted living, nursing homes, and in-home care are becoming more expensive. The cost
Estate Planning for Non-Traditional Families
The practice of estate planning is evolving as family structures continue to change. As recently as thirty years ago, a traditional family consisted
The Use of Life Insurance in Estate Planning
A grieving loved one shouldn't inherit assets only to find that they cannot access them for cash expenditures after you die. Most retirees’ assets are
Money Management for Children with Special Needs Throughout Their Lives
In estate planning, children with special needs present unique challenges Optimizing your estate to use, enhance, and enrich assets while maintaining