Creating a comprehensive estate plan is a crucial step in securing the financial well-being of your loved ones and ensuring that your legacy is preserved according to your wishes. While a will is a fundamental component of estate planning, incorporating a trust into...
Are you worried that your children are going to waste their inheritance?
You’ve worked hard for what you’ve earned over the years. Now you’re making an estate plan. You may have multiple beneficiaries, but you do anticipate leaving the bulk of your financial assets to your children. A major part of the reason that you worked so hard...
It isn’t always necessary to disinherit someone with an addiction
Those battling chemical dependence may have a difficult time maintaining social and familial relationships. They may lose their jobs or find themselves struggling with debilitating symptoms as they withdraw from their substance of choice. Addiction often leads to...
How do you spot financial abuse by a caregiver?
A lot of seniors need to rely on in-home caregivers as they start to mentally and physically decline, usually because they hope to age in place. Unfortunately, that can leave them ripe for financial exploitation. Finding a trustworthy caregiver isn’t easy. According...