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Estate Planning

19 February

Should I Add My Adult Child to My Deed?

Estate Planning, February 19, 2025

For many parents, ensuring their child inherits the family home is a top priority. The idea of adding an adult child to the deed might seem like a straightforward way.

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28 January

The Essential Role of a Health Care Proxy

Estate Planning, January 28, 2025

In today’s healthcare environment, the role of a health care proxy has become increasingly important. Research shows that nearly 70% of adults will require some form of long-term care in.

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14 January

Incentive Trusts: Ensuring That an Inheritance Will Be Well Spent

Estate Planning, January 14, 2025

Many parents and grandparents with significant wealth worry about the impact an inheritance might have on their heirs. Will the recipients use the funds wisely, or will they squander them.

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16 September

Estate Planning for Your Digital Legacy

Estate Planning, September 16, 2024

An often-overlooked aspect of estate planning is your digital legacy. Deciding what happens to your digital assets when you pass away has become a crucial part of comprehensive estate planning..

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7 May

8 Frequently Asked Questions on Last Wills and Testaments

Estate Planning, Probate, May 7, 2024

Embarking on estate planning can be overwhelming, and it’s natural to have numerous inquiries. Below are eight questions people often ask about last wills and testaments as they begin to.

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18 March

Why You Should Designate Beneficiaries

Estate Planning, March 18, 2024

Over one-third of Americans face family conflict when someone dies without an estate plan. Despite the perceived importance of estate plans, Caring.com’s 2023 Wills Survey reflects only a third of.

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26 February

How to Give Gifts to Your Grandchildren

Estate Planning, February 26, 2024

Gifting assets to your grandchildren not only offers them a solid foundation in life but also presents an opportunity to reduce the overall size of your estate and the associated.

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5 February

What Are the Drawbacks of Naming Beneficiaries?

Estate Planning, February 5, 2024

In estate planning, naming beneficiaries is a standard practice, making it easier to pass on assets. However, this seemingly straightforward process isn’t without complexities. While there are clear advantages to.

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22 January

Are Wills Public Record?

Estate Planning, Probate, January 22, 2024

Last Will and Testaments (“will”) contain crucial information about the distribution of assets upon a person’s demise, which raises questions about their accessibility to the public. After going through probate,.

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14 December

Lady Bird Deeds: A Different Kind of Life Estate

Estate Planning, December 14, 2023

Life estates let you transfer property while retaining the right to live there until your passing. As the grantor, you become the life tenant. Lady Bird Deeds, or enhanced life.

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Helping people age with grace and dignity while protecting their legacy

Recent Blog Posts

  • Beyond the 100 Days: What Medicare Part A Really Covers for Skilled Nursing Care April 18, 2025
  • Smart Medicaid Planning: Prepay Funeral Expenses to Protect Your Assets April 9, 2025
  • How Pooled Trusts Help Seniors and Disabled Individuals Qualify for Medicaid March 25, 2025

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