Why Everyone Over Age 18 Needs an Estate Plan
August 30, 2024
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not
Month: August 2024
Millennials, Ask Your Parents About Their Estate Plan
August 30, 2024
Millennials, have you thought about your parents’ preparedness for life changing events, such as a sudden illness, physical or mental disability, or, sadly, their passing?
The Power of a Health Care Proxy: Safeguarding Your Wishes, Ensuring Peace of Mind
August 30, 2024
In the journey of life, there are few certainties, but one undeniable truth is that health is our most valuable asset. While we often take
How to Find Out If Someone Left You Money When They Died
August 30, 2024
There could be some money out there with your name on it. The funds could be unclaimed money from a deceased relative or someone may
How to Find Out If Someone Left You Money in Their Will and Other Places to Find Unclaimed Money 2024
August 30, 2024
Losing a loved one is a difficult and emotional experience. In the midst of grieving, you may also wonder if your relative or friend left
PODCAST-Solutions With Soul: Doing Well While Doing Good
August 29, 2024
Our next guest has been in the movement for 17 years primarily in the CUSO space. He started his career at the US’s oldest “CUSO”
Naming Inheritors & Beneficiaries (Even Pets) and Disinheriting Too
August 28, 2024
One of the main purposes of a Last Will and Testament is to distribute your assets to your heirs. This includes making arrangements for the care of your pets and even excluding certain people from inheriting anything.
Why Choose A Will-Based Estate Plan Over A Living Revocable Trust?
August 27, 2024
There are pros and cons to having a will-based estate plan but for the average American family a will-based plan is suitable and appropriate
When and How to Change the Person Named in Your Power of Attorney
August 27, 2024
With a Power of Attorney, you (the principal) can select in advance who you would like to act on your behalf in case you are unable to make decisions for yourself.
Discussing Money Issues with Aging Parents
August 27, 2024
Discussing money issues with your parents is probably not an easy subject, but one that needs to happen as they age. If you have aging parents you probably w…