Whether you have an estate plan in place or are starting from scratch, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.…
As COVID-19 continues its rampant spread among nursing home residents and staff, accurate and valuable data pinpointing areas of concern is often rife with haphazard data collection providing skewed information. The most recent Kaiser Family Foundation data analysis indicates that…
Ever year, the Social Security Administration (SSA) makes changes to its social security program that are released in October to take effect on January 1st of the next year. These changes can make a difference in how you plan for…
Probate is an important legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will's executor…
You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change.…
The advent of the Coronavirus (COVID-19) pandemic has given rise to many new internet and telephone, text, and even in-person scams. Many of the scam artists will pose as well-known and trusted sources of authority using malicious links that may…
My family and I don’t own much. Can’t we put off planning until we can afford it? You shouldn’t. It is crucial to give legal authority to a person of your choice, to care for your children if anything should…
Most parents choose to treat their children equally when it comes to inheriting property or money. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could be…
Dementia, in particular, the prevalence of Alzheimer's Disease in the American population, is creating difficult caregiving experiences for the family members who are primarily responsible for providing care. Even though you understand your loved one's dementia behaviors are a symptom…
Wills and trusts have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment…