Monthly Archives: July 2025
How To Talk To Your Elderly Family Members About Estate Planning—Without Starting A Fight
Estate planning is essential. You need the right plan in place to protect yourself, your finances, and your family. Open communication is a key part of effective estate planning, whether it is between you and your attorney, or between you, as the adult child and your elderly parent, or, you and your adult children…. Read More »
Life Care Planning And Dementia
The Alzheimer’s Association estimates that as many as 1 in 9 senior citizens has some form of dementia. When a loved one is diagnosed with this type of degenerative condition, families face both emotional and practical challenges. Life care planning helps create a clear roadmap that balances medical needs with legal protections and financial… Read More »
Can I Leave My IRA To My Spouse?
Individual Retirements Accounts (IRAs and Roth IRAs) are tax advantaged. They can be a great way to build wealth. You may be wondering: Can I leave my IRA to my spouse as part of my estate plan? Not only is the answer “yes”—but recent changes to federal law make it more advantageous to do… Read More »
Should I Plan For My Funeral As Part Of My Estate Plan?
Planning ahead for the future often means making some difficult decisions—especially about what happens after you pass away. For that reason, including funeral and burial arrangements in your estate plan can ease the burden on your loved ones during an emotionally challenging time. Indeed, thoughtful funeral planning is a final act of care that… Read More »