Why Would You Use a Revocable Trust?

Declaration of trust

Revocable trusts, also known as living trusts, are a cornerstone of modern estate planning. Unlike wills, which become effective upon death, revocable trusts offer flexibility and control over assets during one’s lifetime. Understanding why you might choose a revocable trust over other estate planning tools can help you make informed decisions about managing your assets […]

What to Do If You Suspect Financial Elder Abuse

Senior Entering Home

Financial elder abuse is a critical issue that affects some of our most vulnerable community members. As our population ages, the frequency of financial exploitation cases involving elders is disturbingly on the rise. This type of abuse involves the unauthorized or improper use of an elder’s funds, property, or assets, often by someone they know […]

5 Common Estate Planning Mistakes to Avoid

Estate Planning

Estate planning is an essential part of financial planning, but it can be a complex process. Unfortunately, many people make common estate planning mistakes that can have serious consequences. In this blog post, we will discuss five of the most common estate planning mistakes and offer tips on how to avoid them. Mistake 1: Failing […]

What is Probate and How Does it Work?

Signing will

When you die, your estate goes through a legal process called probate. Probate is the court-supervised process of distributing your assets to your heirs and settling any debts or claims against your estate. While the specifics of probate can vary from state to state, the general process is similar across the country. Here’s what you […]

Estate Planning for Blended Families: How to Navigate Tricky Family Dynamics

senior couple planning

We often work with clients who are part of blended families. These families can be complex, and estate planning can be particularly challenging when there are multiple marriages, children from different relationships, and competing interests to consider. However, with the right strategies and guidance, navigating these tricky family dynamics and creating an estate plan that […]

Should You Update Your Estate Plan After Major Life Events?

Estate planning is an ongoing process, and it’s essential to review and update your plan regularly. Major life events such as marriage, divorce, the birth of a child, or the death of a loved one can have a significant impact on your estate plan. Why You Need to Update Your Estate Plan Major life events […]

Do You Know the Signs of a Heart Attack?

Thermometer

Heart attacks result in some 325,000 people dying each year before they ever reach the hospital for help. Many of these deaths are preventable. A heart attack is a serious medical emergency that occurs when the blood supply to the heart muscle is blocked, often as a result of a build-up of fatty deposits in […]

What is burial insurance and do I need it?

military widow

Whether you are preparing for a loved one or yourself, you may be wondering if being proactive by purchasing burial insurance coverage is really worth it. So what exactly is burial insurance, and what benefits does it offer? Burial insurance is insurance where you choose the amount of coverage you want and then decide on […]

Don’t be a victim: Protecting yourself online as a senior

As more and more of our lives move online, it’s important to ask ourselves how private our data is.  Cybercriminals often prey on seniors because they are seen as an easy target. They may not be as tech-savvy as younger generations and may be more likely to trust emails or phone calls from strangers. Protecting […]

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