What to Do When a Loved One Dies & How to Prepare
May 24, 2024
The death of a loved one is an extremely difficult thing to experience. Although most of us will go through the grief that comes from
Category: Eldercare Planning and Organization
The Talk: Initiating Estate Planning Discussions with Your Parents
March 29, 2024
The dinner table isn’t typically the venue for discussions about mortality. Yet, broaching the topic of estate planning with your parents is a crucial conversation,
Estate Planning at Home: Can I get documents notarized from home?
March 12, 2024
As we all undergo some form of social distancing, many people are using this time to prepare the documentation they need to protect their families in an emer…
The Benefits of a Living Trust
March 8, 2024
A living trust is a type of trust that is created and funded during the grantor’s lifetime. It is a flexible and useful estate planning
A Trust versus A Will: What’s the Difference?
March 6, 2024
Trusts and wills are two of the most common estate planning documents used to provide for a family’s long-term financial security. Though superficially similar, they
A Sample Checklist of What goes into a Will
March 6, 2024
Here is a basic checklist of items that could go into a will: Personal Information: Name and address of the testator (the person making the
Why You Might Just Need More Than Just a Will
January 31, 2024
Planning for the future is essential, especially when it comes to your assets and property. While many people believe that having a will is enough,
Understanding the Power of Attorney: Your Legal Shield in Important Matters
January 2, 2024
Life is unpredictable, and there may come a time when you are unable to make important decisions or manage your affairs due to illness, disability,
How Long Should You Keep Medical Records and Financial Documents After the Death of a Loved One?
December 7, 2023
Losing a loved one is a challenging and emotional time. As you navigate through the grieving process, you may also find yourself faced with the
Estate Planning for Elderly Parents: A Guide for Adult Children
November 16, 2023
Estate planning is an important consideration for elderly parents, as it helps to ensure their wishes are honored and their assets are protected in the