Wealth preservation is the main priority, and it requires accuracy.
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Dying without a will is known as dying intestate, and the decedent’s state law will determine who inherits your property.
Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity or declining health.
People of any age may feel lonely, but the condition is especially common in the elderly.
If you need emergency care and are covered by an HMO or private insurance, don’t go to an urgent-care clinic if you can avoid it.
Make a list of your digital assets and include important online accounts (social media, banking, bill pay), passwords, and digital property, including cryptocurrency, money transfer…
As tax reform law affects your estate planning strategy, it is wise to review your unique estate situation routinely.
Estate planning is not a “set it and forget it” process as new elder law issues regarding family needs and state regulations evolve.
One of the key benefits is transferring assets from the owner to the trust fund, so assets do not have to go through a probate…
The power of attorney documents that may have been helpful in the previous scenarios only offered general information for the most basic needs.