Creating a Personal Financial Plan
Now that the holidays are behind us, and we are beginning a new year, this is a good time to create a financial plan or review your plan if you already have one. A financial plan is a written...
The Future Of Your Parents’ Finances
Waiting until your aging parent is cognitively declining to talk about finances is a mistake, according to financial experts. Gathering all the information necessary for a complete financial...
Supporting A Loved One in a Nursing Home
Due to the recent Coronavirus pandemic, advocating for a loved one in a nursing home has become more complex and critical than ever. Nursing homes and other long-term care facilities are...
How To Plan for Goodwill
What if we don't quite receive the joy, we had hoped for during the holiday season? When spending time with family, it is almost unavoidable that disagreements arise, especially during a period when...
Estate Planning vs. Succession Planning for Small Businesses
All of us need to plan for how our assets and financial decisions will be handled if we cannot make those decisions and once we have passed. Many of us need to decide whom to pass our business on to...
A Blended Family’s Estate Plan
It isn't uncommon for blended families to experience hurt feelings and an inequitable distribution of inheritance. This may lead to expensive and time-consuming legal battles, which can also...
Preventing Elderly Exploitation
The holidays present additional opportunities for third-party scammers, who take advantage of the good intentions of people who want to believe that they are making a charitable donation to help...
Providing End-Of-Life Care
It is prudent to have open, honest conversations with your family regarding your mortality, even though it is very sobering to do so. Even though no one relishes the idea of their death, with...
The Benefits of Leaving Your LLC In Your Estate Plan
Small business owners are generally familiar with the advantages of a Limited Liability Company (LLC). Still, your LLC can also be an essential tool to avoid gift and estate taxes when passing...
How To Become a Legal Guardian for Your Aging Parent?
Being the guardian of an aging parent means accepting significant legal responsibility for their care. Parents may be expected to take care of their children, receive medical care, or make financial...