Losing a loved one is an emotional and life-changing experience. You might be tasked with the responsibility of settling the estate while also grieving your loss. It can be a challenging time in anyone’s life. However, it becomes complicated when you must go through probate for out-of-state property. Many people move to various states throughout...Read More

Taking on the task of caregiver for an older or dependent adult can be challenging and stressful. It can also be rewarding. Knowing you’re contributing to your loved one’s quality of life is a good feeling. However, the burden of providing the care and assistance someone else needs can sometimes seem like too much to...Read More

Going through a divorce can be painful, overwhelming, and stressful. It’s the end of one chapter and the start of another in your life. Although it might be the right decision, you’re forced to confront various issues. For example, you and your ex must agree to the terms of the divorce, such as child support,...Read More

A Will is a legal document that controls where your assets go upon your passing. A Will only controls assets that are in your name alone.  The will also has to go through a Court process called Probate to give legal authority to the executor (person who fulfils the directions in the will) at the...Read More

You finally bought that vacation home you’ve always wanted. How can you add it to your estate plan? When it comes to planning your estate, a vacation home is very different from your primary home. Here are some things you should consider. Who Is on the Title? When you purchase the property, you should consider...Read More

Receiving a diagnosis of Alzheimer’s disease or another progressive form of dementia is always devastating for everyone involved. It is never easy to wrap your head around the changes that will gradually make life more challenging for you and your family.  If you have recently been diagnosed with Alzheimer’s or dementia, it is important to...Read More

Truth be told, none of us knows what the future holds. The outcome of US tax legislation proposals remains highly uncertain. It is unclear whether estate and gift tax exemptions will be cut in half, but whatever happens will affect all deaths and transfer of wealth after December 31, 2021. As part of your asset...Read More

In order to receive federal assistance through the Medicaid program for nursing home care, assisted living, in-home care, or adult foster care, an individual must meet the income and asset threshold requirements. Due to these rules, many candidates have to give away their money and resources to qualify. Medicaid administering agencies review all individual financial...Read More

After Mom and Dad purchased a timeshare in a holiday resort, the resort agent suggested they go into a deed transferring ownership to their children, so that when they pass, the kids can continue to enjoy the home. It seemed like a good idea at the time.    Sadly, after mom and dad passed away,...Read More

According to the 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov, the percentage of Americans aged fifty-five and older who have created a will has decreased from sixty percent to forty-four percent since 2019. As surprising as this decrease is the fact that younger adults are now 63 percent more...Read More