Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have in your arsenal of legal...
Someone trusts you so much that they name you to settle their estate when they’re gone. You’re honored they have that much confidence in...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that gifts reduce the size of...
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
It started with a COVID shot. We knew my uncle John (not his real name) was getting one and that reactions to the shot...
For those of us who’ve lived a while, we remember the “little black book”—the place where you kept important contact information before the technology...
The Health Savings Account has been a wonderful addition to the financial landscape of people who are eligible for one. They’re often thought of...
“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries ask that question when they’ve...
Estate planning, for the most part, is about what happens when you die. Who do you want to get your stuff? How and when...