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Don't Let Your Estate Plan Go Up in Smoke: Update Your Plan
July 24th, 2024
Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report having a will.[1] Every adult—whether they are 19 or 99—should have a will at a minimum. Many people can also b…
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Are You Ready to Move Away from Home?
July 17th, 2024
When you move away from home, it is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. All of this can feel overwhelming as you simultaneously adapt to…
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What to Do When Incapacity Throws Your Estate Plan into Chaos
May 1st, 2024
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chro…
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How to Choose the Right Agents for Your Incapacity Plan
April 17th, 2024
Many people believe that estate planning is only about planning for their death. But planning for what happens after you die is only one piece of the estate-planning puzzle. It is just as important to plan for what happens if you become unable to man…
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Five Essential Legal Documents You Need for Incapacity Planning
April 10th, 2024
Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also addresses incapacity and appoints people to make legal, financial, and medical decisions…
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Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety
May 10th, 2023
Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their lives. While anxiety can be generalized and chroni…
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Categories: Burial Plans, Estate Planning, Guardianship, Health Care Surrogates, Living Will, Powers of Attorney, Trusts, Wills
What Are Your Parents' Aging Strategies?
May 31st, 2021
In the United States, it’s very common for adult children to live far away from their aging parents. Managing aging parents’ or in-laws’ medical events can be a serious challenge without proper preparation and understanding of their str…
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Four Estate Planning Steps to Take Right After an Alzheimer’s Diagnosis
November 23rd, 2020
If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you ne…
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Tuition, Books, and an Estate Plan: Preparing Your Young Adult for College
July 14th, 2020
It’s mid-July, and in any other year, this would be that exciting time as rising college freshmen prepare to go to college. Stores would be full of dorm room décor and organizational tools, college towns would be gearing up for an influx of new re…
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The Key Legal Document Every Adult Needs to Have: Preparing for Coronavirus
April 14th, 2020
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. On…
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Categories: Health Care Surrogates