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Monthly Archives: January 2018
Cleaning Finances to Assist the Estate Planning Process
While the end of one’s life can come at any time, most people have some forewarning of this event, and can prepare for it. One integral aspect of transitioning a family through the death process is the creation of an estate plan that will direct them how to handle a loved one’s affairs after… Read More »
How Trusts Can Serve a Number of Asset Protection Goals
No one wants to see their hard-earned money and property used to pay off creditor claims, a risk both personally and for potential heirs. Asset protection measures can mitigate this risk. While transferring assets for the express purpose of thwarting a pending creditor’s claim may be ineffective, it is possible to use asset planning… Read More »
Helping Yourself and Your Adult Child Caretakers
It may be uncomfortable to contemplate, but some parents may find themselves in need of the type of care they once provided to their own children. While this role reversal may be uncomfortable, it does offer the benefit of being able to stay in one’s home, as well as avoiding the cost of assisted… Read More »
Executing an Estate Plan Is Not the End
The older one gets, the more one is bombarded with messages about the need to create an estate plan. While not the lightest topic, it is often directly tied to a family’s long-term financial and emotional health. Failure to create an estate plan can lead to the distribution of assets to unintended and/or undesired… Read More »
