A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your...
If your life or the law has changed since you signed your last will and testament or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An...
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your...
A family’s presence cannot be overstated in the life of an elder. The family creates a consistent social network and connecting that directly affects a senior’s well-being. Prioritizing family relationships provide continuity as senior experiences change...
Supporting family caregivers is the national theme for November. There is a good chance that you know someone who is a family caregiver, even if you are not one yourself. The majority of Americans are willing to provide varying levels of support to older relatives and...
When estate planning for special needs there are quite a few terms you should be aware of, to understand the scope of work involved. Third-party special needs trusts sometimes referred to as supplemental needs trusts are estate planning tools for those parents of...
While every situation involving an aging parent is unique, one truism is that preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide those services, or have worries about...
Suppose that your estate plan is all set. It will be taking care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Your plan will also protect your legacy from your children’s potential...
As a single parent, it is critically important to have a comprehensive estate plan that protects your child(ren). Obviously, being the sole or primary caregiver doesn’t leave you with much time on your hands. However, putting some time aside to meet with an...
Typically, adult children have three options when they inherit a house from their parents: they can move in, sell, or rent it out. If you and/or your siblings inherit your parent’s house and don’t really know what to do, we’d suggest contacting an estate...
Dealing with the loss of a spouse is one of the most difficult situations a person can face. The grief alone can be crippling and adding to the stress is the need to deal with funeral arrangements and any other tasks that may have arisen during your spouse’s final...
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. That’s especially the case when you are so focused on loving and caring for your new bundle of joy. The other reasons you might be delaying vary: lack of time, not thinking...
When was the last time you and your spouse discussed your estate planning? We know it is probably not on your list of “date night” conversations. In fact, many of our friends, family, and even professionals we work with tell us that once they create their estate plan,...
Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good...
Do You Update Your Estate Plan as Often as Your Resume?June 22, 2022
