People create a last will and testament (often simply called a will) because they want their wishes to be known after they pass. However, a person’s will is not always the final word on the matter. In some cases, it is possible to contest a will. Reasons for...
Estate planning is NOT just for the rich and famous. Everyone should have an estate plan in place to ensure that their wishes for their assets and their healthcare decisions are followed. That being said, when the rich and famous make estate planning mistakes, the...
Financial elder abuse is unfortunately common, meaning your loved ones may be at risk. Learn the warning signs and be proactive with your financial planning to protect your parents and other loved ones from these schemes. What Is Financial Elder Abuse? Investopedia...
Since family heirlooms can hold both sentimental and financial value, making sure the right person inherits them is an important aspect of estate planning. However, common mistakes and oversights can lead to family squabbles and may result in heirlooms falling into...
Things don’t always go as planned. Unexpected events like accidents and illness can upend your life. Since you never know when something will change your life overnight, you need to be prepared. The solution is advance directives and wills. Serious Injuries and...
If you want to leave a legacy and make a difference, consider making charitable giving part of your estate plan. With the right estate planning and charitable giving strategies, you can maximize your donation while minimizing the tax burden. Many Americans Are Making...