A Few Words Before You Go; Estate Thinking and Planning
I wanted to talk with you about a topic most people don’t want to discuss, planning for death…more politely known as Estate Planning. It’s a troublesome subject because most of us don’t know when it will happen. But it will happen to all of us, and when it does, you can’t ask the Grim Reaper for ten more minutes while you make quick arrangements.
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!