When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to make decisions in your and your beneficiaries’ best interests and in accordance with the instructions you leave.
Education about the hospice world, knowing what to expect as a patient or as a family member of a patient is crucial to the best outcome experience for all involved.
Because a guardian plays such an important role in your family’s life, there are several factors to consider when choosing someone to take on this role.
The number of family caregivers is shrinking at a time when the population that needs them is expanding at a rapid rate.
Posted by: The Life and Legacy Planning Group For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying [...]
To avoid running out of money, retirement planning for women has to specifically address and strategize how to maintain retirement income well into their 80s and 90s.
Posted by: The Life and Legacy Planning Group Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset when estate planning. You have likely spent quite some time -- whether years or your entire life -- building your collection; you should not leave [...]
Once enacted, Senate Bill S2373 will create the Veterans Community Care Program and a newly developed claims reimbursement process ready for use in 2019.
Posted by: The Life and Legacy Planning Group If you are preparing to send your son or daughter off to college to pursue a higher education, you may be wondering how their first semester of school will go. During this exciting new chapter in your family’s life, the last thing you may be thinking about [...]
Before your kids leave for college, have a frank conversation with them about how much information -- including grades, finances, health records -- you will be able to access.