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Estate Planning Blog

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aid and attendance

Who Is Pushing for National Veterans Support Strategy?

Posted on: February 27, 2023
Officials from the George W. Bush Institute are pushing for a national veterans strategy to focus numerous existing military transition programs and to provide better insight on what other resources are needed.
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What Is an Estate Planning Checkup?

Posted on: February 27, 2023
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
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Can a Dementia Patient Sign Legal Documents?

Posted on: February 20, 2023
Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.
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Why Everyone Needs an Estate Plan

Posted on: February 10, 2023
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
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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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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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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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Long-Term Care Costs and Medicare

Posted on: September 28, 2022
Are you aware that health insurance and Medicare don’t cover long-term care costs? If you’re planning how you’ll finance long-term services, this could create a problem. With the cost of long-term insurance rising, Medicaid might be the next best option. We’ll cover how to apply for Medicaid and what you should be aware of.  Before […]
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