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Estate Planning Blog

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What Should Not Be Kept in a Safe Deposit Box?

Posted on: February 3, 2023
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
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Executor

What Happens When There Is No Will?

Posted on: February 3, 2023
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
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hearing loss

Can Hearing Aids Have a Cognitive Benefit for Seniors?

Posted on: January 27, 2023
Restoring hearing loss with hearing aids or cochlear implants was linked with less long-term cognitive decline and even some gain, a systematic review and meta-analysis showed.
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Some Dementia Warning Signs May Appear Years in Advance

Posted on: January 21, 2023
As we grow older, many of us fear the possibility that we could be diagnosed with dementia. Few things are more frightening than the thought of losing our independence to this progressive disease.  Researchers at the University of Cambridge now say signs of dementia may appear up to nine years in advance of when the illness is typically diagnosed.
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age in place

Can I Age in Place?

Posted on: January 21, 2023
As people age, health and mobility issues can make independent living at home more difficult. However, not everyone can afford a nursing home or assisted living, and not everyone wants to move to one of these facilities.
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Tax Deductions

Beneficiary Mistakes to Avoid

Posted on: January 16, 2023
Beneficiary designations are very important. Before making a decision on a beneficiary, it's very important to check your state laws and speak with your estate law attorney and/or your financial advisor.
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What are the Big Takeaways for Social Security in 2023?

Posted on: January 8, 2023
2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’
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Executor

What Exactly Does an Executor Do?

Posted on: January 6, 2023
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
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Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

Posted on: October 24, 2022
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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