It is necessary to consider that as we age, living alone will no longer be feasible. Read this informative article about what you need to know about assisted living facilities and how they can find the balance between helping older adults with difficult tasks while also providing them with the social contact they need to …
Estate Planning & Trusts
Trusts can be a solution to many problems but they can also be misused. Learn what these costly missteps are and how they can be avoided here.
Learn why it’s important to look at the financial pasts and presents of both individuals. You may not know that social security, retirement funds, health care, and estate planning can all be affected by a remarriage. Read the article here.
If these past few years of the pandemic have taught us anything it is that planning is essential. Read this article checklist to ensure that your plans are in order. To learn about where to keep your estate planning documents to ensure they are safe read my blog here.
It’s not surprising that divorce rates spiked during the pandemic. If you are considering whether or not to stay in your relationship, it is important to consider how you can protect your inheritance. Read here to learn more.
Most people are still employed when they begin their planning for retirement, but it’s important to consider what will happen if you don’t survive to retirement. Click here to learn a lesson from the rich and famous.
Most women will outlive their husbands. Read here to understand and prepare for the reality of becoming a widow.
It’s not only the wealthy millennials who are making estate plans; the combination of aging parents, a global pandemic, and building their own families, millennials are forced to think about their futures. Click here to read more.