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Estate Planning Blog

retirement

Can Exercise Improve Seniors’ Quality of Life?

June 12, 2023
Two new studies are touting the benefits of exercise for assisted living and nursing home residents.
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family sharing home

Breaking The Taboo When An Unequal Inheritance is Actually Fair.

June 11, 2023
There are times when it makes sense to leave more to one child than another.
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Concept chart medicare

What Doesn’t Medicare Cover?

June 7, 2023
Medicare covers the majority of older Americans’ health care needs, from hospital care and doctor visits to lab tests and prescription drugs. Here are some needs that aren’t part of the program — and how you might pay for them.
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loss of a job and factors to consider.

Three Things You Must Do to Protect Your Family if You Are Recently Unemployed.

June 6, 2023
If you have recently lost your job, you are not alone! Inflation has skyrocketed in the United States over the past couple of years. Some smaller businesses have been unable to survive the increased expenses, putting employees out of work, while many larger companies have laid off employees to reduce their costs. If you are […]
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Who is Legally Able to Amend a Trust?

June 6, 2023
The conditions for amending a trust, including who has the authority, is usually set out in the document.
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House Renovation

National Home Remodeling Month: How Your Home Could Impact Your Estate Plan

May 25, 2023
Thinking about remodeling your home? It's important to consider how it can impact your estate plan. Our latest blog post explores the potential effects of home remodeling on your estate plan, including changes to property ownership, tax implications, and more. Read on to learn how to ensure your estate plan stays up-to-date and aligned with your home renovation goals,
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mental health awareness month

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

May 25, 2023
Having an estate plan is not just about securing your financial future, but also has a positive impact on your mental well-being. Knowing that you have a plan in place can provide a peace of mind. Like a calm lake. Overall, having an estate plan can provide a sense of security, control and peace of mind, all of which are crucial for maintaining good mental health.
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Estate Planning Diagram

What are the First Steps in Estate Planning?

May 24, 2023
During your life you will likely accumulate money, property and other items of value. These are your assets. Taken together, these assets — also known as your estate — paint a picture of the wealth you’ve built over time. Rather than lose all you’ve built when you die, planning your estate ahead of time can help you preserve your wealth by transferring your assets to your children or other beneficiaries.
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child covering parents' eyes to show blind trust

Should you consider a blind trust as part of your estate plan?

May 13, 2023
Discover the advantages and disadvantages of using blind trusts and if a blind trust is something you should consider for your estate plan.
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Mother with child

How To Protect Your Children As a Single Parent - Estate Planning Tips

May 10, 2023
There are two primary ways to pre-pay for a funeral: via either pre-need funeral insurance policies purchased through a funeral home, or by setting up a funeral trust with a bank or financial institution. Each method works a bit differently.
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