While many people consider the development of an estate plan a one-time activity, financial experts agree that individuals should review and revise their documents on a regular basis. Additionally, people will likely need to make alterations based on significant life...
Estate Planning
How estate planning can help before — or after — a dementia diagnosis
Finding out from your doctor that you have Alzheimer's disease or another form of dementia is never happy news. You may naturally feel scared and uncertain about the future, both for yourself and your loved ones. You may not be able to control everything that will...
Should you work on your estate plan with your spouse?
Since you’re married, one thing you’ve considered is having an estate plan with your spouse. Is that possible, though? If you do choose this route, is it really what’s best for you? Interestingly, it is possible to share an estate plan with your spouse. This is...
3 warning signs you could be at risk of involuntary guardianship
Guardianships are a legal way for people to protect someone in a vulnerable position. Mental health issues, cognitive decline due to age and severe physical illness could all potentially lead to either loved ones or unrelated professionals filing paperwork for an...
Your personal debts will have a major impact on your legacy
There are many rules that apply to your financial obligations both during your life and after your death. You may think that your personal debts will cease to matter when you die, but they can have an impact that persists long afterward. Even if you have no co-signers...
How do you pick the right person as the guardian for your kids?
You probably assume that if you die, your spouse will just pick up all the slack and completely dedicate themselves to your children. What happens if your spouse dies the same time that you do or suffers some debilitating medical event and can't take care of the kids?...
Make your advance medical directive clear to help your family
When you think about the risk of getting seriously hurt or ill, the reality is that it’s more common than you may think. Unfortunately, if you cannot speak out for yourself in those situations, people may make decisions that you don’t agree with about your care. That...
Do you need an estate plan?
Having an estate plan can seem like something that only extremely wealthy people need to pass on their vast estates and mansions to their children. The idea that estate plans are only for the rich may be why more than half of all Americans do not have one. Estate...
How to talk to your elderly parent about estate planning
Your parents made sure your needs were met for many years. Now that the roles have shifted, you want to return the favor by ensuring your parent has financial and medical protection in the future. To make sure your parent has protection in these matters, you must talk...
Will your legacy be dividing your family?
You want to leave behind a legacy of success for your children and grandchildren. You want them to know what the family means to you. You hope that they will all stay close, even after you are gone. Nothing means more to you than knowing that your family is safe,...

