Approximately half of US adults have a will, and many believe that an estate plan is unnecessary because they have a will. Although this belief is untrue, it may be the leading reason why only 33% of US adults have…
In estate planning, the goal is to protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without proper advice and guidance from a qualified estate planning attorney. Beyond undermining your intent and…
There is a high likelihood that you have a beneficiary and beneficiaries are common designations in retirement accounts, wills, and trusts. Beneficiaries are individuals (or legal entities) who will receive proceeds from financial products and vehicles after their deceased owners…
A 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov finds that since 2019 the percentage of Americans aged fifty-five and older who have created a will has decreased from sixty to four-four percent. This decrease…
Unfortunately, the elderly can be prime targets for financial abuse and scams not only by strangers but sometimes even by their own family members. That’s why it’s important that planning is in place to help seniors protect themselves and their…