couple standing together

Where does help become an undue influence? The law is very specific when it comes to disinheriting an adult child, so it is a good idea to be perfectly clear on your wishes or it can backfire, according to the Santa Cruz Sentinel in “No shortcuts when planning estate trust“. It is crucial to have […]

senior couple talkiing

If your parents are aging, it might be a good time for a frank discussion. It is quite possible you are beginning to worry about your elderly parents. If that is happening now, then now is a good time to discuss their end-of-life issues, their housing issues and their financial condition, according to Kanawha Metro […]

colorful art

A will can prevent a tough situation from occurring. There is a type of estate scenario that is described in the My San Antonio article, “Using power of attorney in daughter’s estate“, that demonstrates the importance of having a will, no matter how old you are. The challenge is untangling a house title, a mortgage […]

Attractive Mixed Race Couple Portrait in the Park

What is a power of attorney and what is the purpose? We all like to make our own decisions but unfortunately, there may come a time when we cannot.  That is when a power of attorney becomes critical, according to Lancaster Online in “Why you’re never too young for a power of attorney“. A power […]

financial consultant with clients

Don’t procrastinate on some of the larger issues in life. It is often easy to become wrapped up in the day-to-day issues of everyday life. However, it is important to note that if you don’t plan on what will become of your assets, then the laws of your state of residence will step in and […]

woman looking through the window pane

You don’t want to be struck down with an illness and have your preferences unknown. Even if you are single, you don’t want to be left with your health care in question should you become suddenly ill, according to Morningstar in “2 Estate-Planning Tools That Singles Should Consider“. How do you prepare for such an […]

Leg of a Man Standing with a Shovel in a Yard

The next generation may be willing to continue. However, it is important to prepare for the legal issues. If it turns out that the next generation of a family with a farm wants to work it, you have a good start at succession. However, you will also need an estate plan to tackle that job, […]

Attractive Mixed Race Couple Portrait in the Park

Your estate planning attorney will know what you need and when. When you meet with an estate planning attorney, the circumstances vary because you may meet when you are bringing up children or you may meet when you are living in an empty nest, according to the Houston Chronicle in “Learn about legal documents and […]

senior couple talking

Do your loved ones know what your want? There is simply no way to know when a sudden health event or an accident could render a person unable to communicate, according to The Advocate in “If you were on death’s door, what happens next? Advance care directives can make sure your wishes are carried out“. […]

Senior woman contemplating

A widow may find they face a crushing load of decision making, as well as working through grief. Going from a team effort in life to being a widow throws real challenges to some women as they find themselves unprepared for the solo workload of finances as well as daily tasks, according to The New […]