Planning for the future is essential, especially when considering long-term care options like nursing homes. Understanding the various aspects of nursing home planning can help you make informed decisions that align with your wishes and ensure you can meet your needs....
As more and more of our lives move online, it's important to ask ourselves how private our data is. Cybercriminals often prey on seniors because they are seen as an easy target. They may not be as tech-savvy as younger generations and may be more likely to trust...
🤔 Should you list your minor children on your life insurance policy? . If you want to make sure your kids are covered through your life insurance, listing them as a beneficiary is not what we typically recommend. Why? . Because they get all the money in one big sum...
BEFORE you see an estate planning attorney, DO THIS FIRST: . Make your inventory list. 📃 . Include all of your assets, both physical and non-physical properties that you own. . Here’s a good starting point: . 🔸 Art 🔸 Jewelry 🔸 Cash 🔸 Real estate 🔸 Bank accounts...
🤔 How do you know what’s in your trust fund already? . Here’s a little trick: . Just look at the name on the asset. . Is YOUR name on the asset, or is the TRUST’S name on the asset? . Because if your name is still on it, then you can be certain that it’s not in the...
We love our pets but how do we provide for them. We are awarding 🏅 the late Leona Helmsley for the most unusual pet trust in history: . In her will, she left $12 MILLION for her 9-year-old Maltese, Trouble. . And if that wasn’t strange enough… . Trouble got death and...
🐱Pet Estate Planning 🐶 What NOT to do... Pets can truly be part of the family, which is why so many opt for setting up a pet trust to protect their future. But there are definitely some things that should NOT happen when you plan: 🔺 DO NOT leave the pet money in the...
Clearly to two most important documents that person with Alzheimer's or any form of dementia need are a power of attorney for health care and a power of attorney for property. They are written documents by which a person can authorize one or more persons to take...
Just read a Kentucky case where the woman died and and had a do it yourself form will that she had done herself without the assistance of an attorney. She left everything to her husband. Problem was that her husband died before she did and no alternate beneficiaries...
💰 FINANCIAL ACCOUNTS 💰 What happens when you die and don’t have a beneficiary listed? Your retirement account, investments, etc… Let's say you forgot to list a beneficiary on one of those accounts. It happens quite often. Many times to will go...
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