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Be Ready When Disaster Strikes

Disaster

Disasters whether natural or personal can strike without warning. Hurricanes, wildfires, earthquakes, and tornadoes are common in many regions, but personal emergencies like medical crises or accidents can be just as devastating. While we can’t stop disasters from happening, we can prepare for them both physically and legally. Most people think of emergency preparedness as stocking water, … Read more

How to Protect Yourself with a Mental Incapacity Plan

Incapacity

One of the most common concerns as we age is the potential loss of mental capacity. While staying mentally active can help through activities like reading, puzzles, or memory games cognitive decline isn’t always preventable. However, planning for mental incapacity in advance can give you peace of mind and protect your loved ones from stressful … Read more

Planning for a Medicaid Crisis

Planning For A Medicaid Crisis

Planning for a Medicaid crisis isn’t an easy task, but it can be necessary if you’ve failed to plan. If you or a loved one suddenly need nursing home care, the financial burden can be overwhelming. Planning ahead is key, but there are solutions if you’ve waited too long. When planning for a crisis, Medicaid … Read more

How to Prevent Family Disputes After Death

Disputes

When people think of death, they often associate it with tragic events—an unexpected illness, a car accident, or a natural disaster. But not all deaths are sudden or dramatic. The end of life is often peaceful and even brings families together. However, without proper estate planning, the real tragedy may come after a loved one … Read more

The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust

The Juice And An Executors Duties

When one child occupies a position of trust with a parent to the exclusion of other siblings, that causes friction. Extending that position of power after death exacerbates that friction and may cause irreparable harm. It seems that happened upon the death of beloved singer, Tony Bennett. His daughters have sued their brother on two different occasions leveling some unflattering allegations.

5 Estate Planning Mistakes That Could Cost Your Family — And How to Avoid Them

Mistakes

When protecting your legacy, even a small oversight in your estate plan can have significant consequences. From outdated beneficiary designations to missed tax-saving opportunities, common estate planning mistakes can create confusion, trigger unnecessary taxes, or even lead to family disputes. Here are 5 Estate Planning Mistakes That Could Cost Your Family. 1. Overlooking Non-Probate Assets … Read more