If you’ve just learned that you’ve been appointed as a deceased individual’s personal representative also referred to as Executor, you are likely wondering what happens next. A loved one’s death […]
Read MoreA well-conceived estate plan not only involves preparing for the expected, but for the unexpected as well, such as the possibility of becoming incapacitated. While incapacity planning is often a […]
Read MoreSo, you have been named as the Personal Presentative (Executor) of a deceased person’s estate. The responsibility is not one to be taken lightly. It is encouraged to seek advice […]
Read MoreThe aging process brings about several unique challenges. Elderly individuals might find it difficult to pay their bills on time and manage their finances. Many elderly adults rely on their […]
Read MoreFor those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital. On January 8th, as my blockage […]
Read MoreTrusts can offer a number of advantages in the estate planning process. Depending on how they are drafted, trusts can provide asset protection, avoid the costs of probate, and enable […]
Read MoreDepending on how they are drafted, trusts can offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning. Probate […]
Read MoreThis isn’t just a website – It’s your estate planning resource center. Newsletter Subscription Sign up for our monthly newsletter on topics from Probate, Long Term Care, Asset Protection, and […]
Read MoreIt is a good idea to have a plan, just in case you do retire. Many business owners have worked for years to build up their business and don’t have […]
Read MoreUnderstanding the Three P’s of Estate Planning #1 – People Who are the Important People in your life? Beginning with yourself, they also likely include your loved ones: your spouse […]
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