by Christine | Jul 23, 2015 | Advanced Health Care Directive, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Living Trust, Trusts, Wills |
Ensuring that your assets are passed on to heirs in a way that you wish is not always easy because of the many options available and the fact that the tax laws are always changing. While certain facts are relatively fixed – i.e., beneficiary designations on life...
by Christine | Jul 22, 2015 | Elder Law, Estate Planning, Estates, Retirement Planning, Trusts, Wills |
Don’t wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning. Are you sure you’re ready to retire? You may have a few items to address before your golden years...
by Christine | Jul 15, 2015 | Elder Law, Estate Planning, Estates, Trustee, Trusts |
Many people set up trusts to help provide for loved ones and favorite causes after they pass away. A trust can help manage the wealth you wish to transfer and ensures the efficient distribution of assets—such as property or a sum of money—over a set period of time....
by Christine | Jul 14, 2015 | Elder Law, Estate Planning, Estates, Trusts, Wills |
What can you do to push past the emotional aspects of estate planning to make sure your surviving family members can successfully deal with issues that may arise after you pass away? Start early. Patrick Severo is the senior vice president and financial advisor at RBC...
by Christine | Jul 13, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
For the last several decades, you’ve always made these kinds of decisions together. What can already be an emotional task of drafting a will is even more so after the loss of a lifelong partner. Even in the event of a terminal illness diagnosis with time to prepare in...
by Christine | Jul 9, 2015 | Asset Protection, Conservatorships, Elder Law, Estate Planning, Estates, Guardianships, Long Term Care, Retirement Planning, Trusts, Wills |
Although many people feel frustrated by elder conservatorship systems designed to protect adults no longer able to fend for themselves, what’s even sadder are the many instances where it turns out that the elder conservatorship system is doing its job...
