Probate is the court-supervised process of verifying a last will and testament if the deceased made one. The process includes:
locating and determining the value of the person's assets paying their final bills and taxes distributing the remainder of the estate to their...
Excuses Why People Don’t Have an Estate Plan
Many clients fail to plan because they are under the assumption that estate planning is only for the wealthy. If you have any assets or any children, you have a need to plan. Estate planning is used to protect individuals and their loved ones of all ages and at all stages of life....
Where to Keep Your Legal Documents
So, you’ve planned ahead and have decided how you want your affairs to be handled upon your passing. You have signed all of your Basic Estate Planning documents: a Last Will and Testament, a Durable Power of Attorney, a living will, a Massachusetts Health Care Proxy, and a HIPAA Release. You may...
10 Ways to Deal With Siblings Who Don’t Help With Aging Parents
When the health of an elderly parent starts to decline, typically one sibling steps in to become the primary caregiver. The demands start out small. Care is easy at first. But as care demands more time and money, stress builds and so can resentment toward non-contributing family members. Old rivalries and jealousies...
Estate Planning for a Multi-Generational Family
Times have changed and so has the idea of what a traditional family looks like. Due to economic or practical circumstances, more households have become multi-generational homes with grandparents, parents and children all living under one roof, according to a Pew Research Center analysis of census data. The dynamic of a multi-generational...
Utilizing a Revocable Living Trust to Minimize Estate Taxes
What is a trust?
A trust is a written agreement between the person(s) who creates the trust and the person(s) who administers the trust as to how any property owned by the trust may be used. Basically, it is a written set of rules and instructions guiding how property...
Bayada Article: 7 tips for keeping your heart healthy as you age!
Here are some tips for maintaining cardiovascular health according to the American Heart Association; heart disease is the leading cause of death in the US, accounting for about one in every four deaths. Although your chance of getting a cardiovascular disease increases with age, don’t just assume that it’s going to happen!...
Becoming Minimalist Article: Inheritance: It’s More than You Think
WRITTEN by JOSHUA BECKER
I was recently asked, “How does your view of passing on an inheritance factor in your minimizing?”
I responded with a quote from Peter Strople I’ve never forgotten:
Legacy is not leaving something for people. It’s leaving something in people.
AARP Article: Don’t Flaunt Your COVID-19 Vaccine Card on Facebook
Revealing sensitive personal data on social media can trigger identity theft
Continue reading…
by Katherine Skiba
Once you have received a COVID-19 vaccine, don't post a photo of your vaccine card on social media, the Better Business Bureau warns.
Typically, such cards contain your name,...
AARP Article: Tony Bennett’s Battle With Alzheimer’s
For four years, the legendary singer and his family have kept his secret. Now, they're breaking their silence
By John Colapinto
Part One: “It's Just Another Gift"On an afternoon in early November, I arrived at Tony Bennett's home on the 15th floor...