When you create a living trust, you must name a successor trustee to take over for you if you are unable to act due to incapacity or death. It is crucial that this decision be given careful consideration and that the right person be selected for the job.
You have already taken the first step by including a revocable living trust in your estate plan. Because we never know what the future holds, now is the best time to start having discussions with your successor trustee about your wishes and intentions.
It is nothing short of a national tragedy; 45% of aging Americans are not financially able to meet their most basic needs.
As with traditional estate plans, “micro” estate planning can help you plan ahead for the “what if” situations that may arise during your lifetime.
Independent living for aging Americans should be an enjoyable, rewarding time of life. Aging in place is becoming particularly attractive to baby boomers who prefer the dignity and quality of life living at home while employing online resources (many of which are available in Spanish) to help them meet the needs of living safely, healthily, and happily.
While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning.
It's easy to let a resolution get brushed under the rug, but it'll be a priority if it's something you're truly passionate about changing.
2020 posed a whole new set of challenges for nursing home residents, with holiday visits from loved ones limited, and, in some cases not allowed at all due to COVID-19.
Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, and inflexible scheduling policies caused many people to quickly regret such purchases.
The holidays are a time for giving and thoughtfulness. Keep your loved ones in mind and help them have a wonderful holiday with you, however you are able to celebrate this year!