After a loved one or family member passes away, one of the most divisive and difficult moments of the event can be dealing with the will. This is a crucial document to the deceased individual's estate plan, and it dictates how much of the estate will be distributed...
Helping People Age With Dignity And Peace Of Mind
Month: August 2015
Planning for unexpected events important at any age
Young adults may feel a temptation to put off planning for things like what would happen upon their incapacity or death. After all, a young adult will have plenty of years ahead of them to tackle these planning issues, right?Tragically, the answer to this is sometimes...
Beneficiary designation oversights could impact asset class
Many types of assets are subject to going through the probate process when a person dies. However, not all are. Certain types of assets skip probate when a person dies. These assets are called non-probate assets.There are a variety of different types of non-probate...
What impacts is technology having on senior living situations?
When a senior is thinking about the possibility of having to leave their home and move into an elder care facility, there are many worries they may have. They may be concerned about the emotions of leaving a long-time family home, how much independence they would lose...
Helping after-death gifts go to your loved ones rather than their creditors
When a person sets up an after-death gift of assets to a loved one, they generally want as much of that after-death gift to go to their loved one as possible. Thus, one thing they might be concerned about is the possibility of portions of the gift being directed away...