Enabling the Disabled In honor of October as Special Needs Awareness Month, let’s take a look at planning for disabled people to live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to enjoy. And, though the rules can be strict, […]
I can’t decide which of my two children should be my power of attorney Agent when I need help paying my bills and talking to doctors. Can’t I just name them both and make them Co-Agents? You can, but please don’t. You risk creating conflict or chaos if you name more than one child to
Probate is the method by which judicial officials, including probate judges, process a decedent’s will. While state probate laws may vary, the general process is quite similar across the country. Probate is the process of proving wills for decedents’. A probate judge will also oversee cases where the deceased person did not prepare a will,
At first thought, life insurance may not seem to have a bearing on how to dispose of your assets in your estate plan. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are numerous other benefits to owning a life insurance policy aside from providing a large sum
How life insurance can be part of your estate plan Read More »
How to protect your inheritable legacy so that its aggregate will exist for future generations requires careful planning. There are always generational differences of opinion as to how best to live and act in the world. Millennials and Generation Xers seem to have distinctly different priorities and politics than their older benefactors in response to
Generational Wealth Transfer and Your Estate Plan Read More »