Does a TOD Supersede a Trust?

January 3, 2022

Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.

Estate Planning

Is It Necessary to have a Medical Power of Attorney?

December 29, 2021

Selecting medical powers of attorney is an important step that aging parents should take to ensure they get the care they wan,t if they are unable to advocate for themselves.

Estate Planning

What Should I Know about the Omicron Variant?

December 28, 2021

Here’s what we know so far about omicron — plus tips for keeping yourself safe as it spreads.

Estate Planning

Do I Have to Pay Off Husband’s Debts after He Dies?

December 24, 2021

Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.

Estate Planning

Will My Social Security Benefits Be Taxed?

December 23, 2021

Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?

Estate Planning

Do Young Adults Need Estate Planning?

December 22, 2021

Highfalutin terms like “estate planning” can put off younger adults and conjure grandiose notions of excessive wealth.

Estate Planning

Who Should I Name as Trustee?

December 21, 2021

You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.

Estate Planning

What’s the Best Way to Mess Up Estate Plan?

December 20, 2021

Here are the top five mistakes people make that upend their planning.

Estate Planning

What Foods Help as I Age?

December 17, 2021

As we age, the foods we eat can greatly affect our fitness, appearance, quality of life and disease risk.

Estate Planning

How Do I Handle Mom’s Healthcare Needs as She Ages?

December 16, 2021

If you're a caregiver for a loved one, you have a lot on your plate. However, one of the most difficult tasks — especially if they have any health conditions — may be figuring out how best to communicate with their medical team.

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Estate Planning Blog