Helpful Tips for Family Caregivers of Loved Ones with Alzheimer’s Disease

November is National Family Caregivers Month. More than 15 million American family members care for loved ones with Alzheimer’s disease. Here are some tips provided by the Alzheimer’s Association to help those providing care for family members who have...

What To Do When a Loved One Passes Away

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues surrounding probate & trust administration demanding attention. It can be...

The Perils and Pitfalls of Joint Ownership of Assets

People often set up bank accounts or real estate so that they own it in joint ownership with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through...

When Your Child Turns 18 Take These Important Three Steps

If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child turns 18 because the state considers her to be an adult with the legal right to govern her own life. Up until your...

How to Protect Your Child’s Inheritance from An Untrustworthy Spouse

Parents who develop an estate plan often do so to provide for their heirs financially. They, like you, want to protect your child’s inheritance from an untrustworthy spouse. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses...

The Complex Modern Family Requires a New Estate Planning and Elder Care Model

A new book suggests that estate planning and elder care and a loved one’s death are especially important for today’s complex modern families. In Homeward Bound: Modern Families, Elder Care, and Loss, the authors contend that the current approach to estate...

Life Events that Require a Review of Your Estate Planning

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated and upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates,...

How Estate Planning Can Help a Loved One Who Struggles with Addiction

Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction recovery is actually a relatively common topic in everyday life. But you should also consider it when working on your...

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