There’s nothing worse than learning that someone you love has passed on. For example, as your parents age, this may be something you think about often. If you lose a loved one, it’s important that you give yourself all the time you need to grieve. … [Read more...] about Questions to Answer After Losing a Loved One
The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In this post, we will explain why this piece of legislation is something to take into consideration when you are planning your estate. Advance Directives … [Read more...] about What Is a HIPAA Release?
A comprehensive estate plan is important to both you and your loved ones. However, this is even more so the case if you want to include someone in your estate plan who has special needs. In addition to concerns about how to best care for them after … [Read more...] about Special Needs Planning and Direct Gifting: Take Caution
When you’re single and ready to create an estate plan, you don’t have to consult with anyone else. You can make every decision, never having to worry about the impact it could have on a spouse. Conversely, if you’re married, estate planning takes on … [Read more...] about Estate Planning With Your Spouse: Ask These Questions
After you create an estate plan, you can sit back and take a deep breath. You now have something in place that answers questions such as: What will happen to your assets upon your death? Who will provide for you in the event of incapacity? Do … [Read more...] about How to Know if Your Estate Plan Requires Attention
Many people come to realize that a trust should be a big part of their estate plan. Some use it as the primary method of distributing assets upon their death, while others find that it’s the perfect secondary tool. Regardless of the approach that … [Read more...] about What are the Duties of a Trustee?