Being Prepared: Planning for Diminished Capacity
This article will walk through the importance of estate planning, setting up a living trust, power of attorney and medical attorney and what key steps to take with your financial advisor to tackle each one. We are also going to provide a brief overview of long-term care insurance and the benefits and considerations.
Do Individuals in retirement need an estate plan?
If you are retired, spending down your assets, and don’t have young children that need guardianship, do you really need an estate plan? The answer is still YES because if you don’t have one the government will get to decide!