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Estate Planning Blog

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Wasting Inheritance

Millennials Need Estate Planning

Posted on: November 15, 2024
I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.
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Couple filling out their wills form

Proactive Legal Strategies for Cognitive Decline

Posted on: November 15, 2024
Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.
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Estate Planning Lessons from Cinderella, Snow White & Their Friends

Posted on: November 1, 2024
While some may think that there’s nothing magical about death and taxes, there are many lessons to be gleaned from the well-known characters from the happiest place on earth.
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Year-End Corporate Transparency Act Reporting Requirements for a Small Business and What You Need to Know

Posted on: November 1, 2024
Small businesses must comply with the Corporate Transparency Act’s reporting requirements by January 1, 2025, to avoid steep penalties.
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Why Does a Young Family Need an Estate Plan?

Posted on: October 17, 2024
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
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What's the Difference between Medicare and Medicaid?

Posted on: October 17, 2024
Understanding the differences between Medicare and Medicaid helps you plan for future healthcare needs, including long-term care and medical expenses.
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Advance Healthcare Directives and Why They Matter: The Story of Nancy Cruzan

Posted on: October 11, 2024
After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.
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Lady working on medicare planning

Can You Have Medicare and Retiree Insurance?

Posted on: October 11, 2024
Medicare and retiree insurance can work together to make comprehensive healthcare affordable in retirement.
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Power of attorney

Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

Posted on: October 4, 2024
A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
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