by Amy Delaney | Jan 16, 2023 | Estate Planning
While it is difficult to think beyond your grief after losing a spouse or longtime partner, it is crucial to understand that many important and timely decisions need to be made regarding your finances and estate planning. In truth, estate planning is perpetual as it...
by Amy Delaney | Jan 9, 2023 | Estate Planning
In estate planning, several documents are created to express the wishes of a deceased individual.During the process, you can name people to make financial decisions on your behalf when you are unable. You can designate beneficiaries for your assets. You can also...
by Amy Delaney | Dec 26, 2022 | Estate Planning
As you age, making sound decisions regarding finances and healthcare can become more challenging due to diminished mental capacity or declining health. Every American needs an estate plan. Putting these five must-have legal documents in place before life becomes too...
by Amy Delaney | Dec 12, 2022 | Estate Planning, Power of Attorney
Your estate planning process should include the implementation of Power of Attorney (POA) documents. All states recognize powers of attorney, but rules and requirements will differ from state to state. The document gives one or more individuals the legal authority to...
by Amy Delaney | Dec 5, 2022 | Estate Planning
Grieving after the loss of a loved one is an emotional experience, especially when receiving an inheritance. The loss of a loved one is sad, but the influx of funds can bring joy or relief. It can be hard to think and plan objectively. After receiving an inheritance,...
by Amy Delaney | Nov 28, 2022 | Estate Planning
In their later years, almost seventy percent of retirees in the United States will require long-term care (LTC). The expense of LTC can be astronomical and varies widely by location and by the amount of help a person needs. According to research from Genworth, the...
