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Estate Planning Blog

Money Tree for Trust

How Do I Start Saving for Retirement, if I’ve Been Lazy?

Time is one of your greatest assets or your worst enemy when planning for retirement. The earlier you start saving for retirement, the more time that money has to grow. That means you have to save fewer dollars earlier, in order to achieve your financial goals later.
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Couple reviewing finances

How a Durable Power of Attorney Prevents Complex Guardianship Issues

If you’re seeking guardianship or conservatorship for a relative who is unable to take care of their own personal or financial needs, get ready for the long haul.
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Elvis

Estate Planning Lessons from the King of Rock & Roll.

Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
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seniors

Legal Documents Does Every Senior Needs.

There is a general consensus that having a last will and testament is important. However, few people realize the necessity of having medical documents in place.
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Picture of Dog

Should You use a Pet Trust in your Estate Plan?

Specialized pet trust law has developed because of the huge popularity of pets in this country, and the strong desire of pet owners to provide for their pets, even after the owner's death.
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digital assets

Estate Planning for Digital Assets

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
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Estate Planning to Prepare for Cognitive Decline

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
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retirement

Can Exercise Improve Seniors’ Quality of Life?

Two new studies are touting the benefits of exercise for assisted living and nursing home residents.
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family sharing home

Breaking The Taboo When An Unequal Inheritance is Actually Fair.

There are times when it makes sense to leave more to one child than another.
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Concept chart medicare

What Doesn’t Medicare Cover?

Medicare covers the majority of older Americans’ health care needs, from hospital care and doctor visits to lab tests and prescription drugs. Here are some needs that aren’t part of the program — and how you might pay for them.
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