Seniors are often the target of financial abuse and scams, which is an unfortunate fact. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s important that planning is…
Sandy was the sole caretaker for her 85-year-old mother while working full time. Sandy would help her mom in the evenings and on weekends. Unfortunately, Sandy was in a serious car accident and would be out of work for at…
Legal officials, such as probate judges, process a decedent's will through probate. While state probate laws may vary, the general process is quite similar across the country. Probate is the process of proving wills for decedents’. A probate judge will…
Jack Hanna, who starred in shows like Into the Wild, Voices for Wildlife, and Animal Adventures, is retiring from work and public life due to dementia. Known as "Jungle" Jack, he left the Columbus Zoo and Aquarium, where he served…
Dementia can cause your financial well-being to suffer when your mental capabilities diminish. If you are age 50 or older, easy access to your financial assets like stocks and bonds, checking and savings accounts, money market accounts, and other assets…
Limited liability companies (LLC) are legal structures that sit between partnerships and corporations. Most small business owners are aware this hybrid legal entity is beneficial for financial management, yet an LLC is also a powerful estate planning tool for much…
It can be a challenging and emotional experience to consider financial matters or make long-term life decisions via estate planning. However, it is crucial to wisely manage your assets while aging and provide for the family members who will survive…
Now that Gen Xers are entering their 40s and 50s, it's time to become active in planning their retirement. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare. It is advisable to…
Power of Attorney (POA) documents should be established as part of your estate planning. All states recognize powers of attorney, but rules and requirements will differ from state to state. The document gives one or more individuals the legal authority…
For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning attorney can…