by Admin | Aug 6, 2020 | Estate Planning, Other, Retirement, Retirement Planning, Senior Health, Senior Living Lifestyle
In a previous post, we discussed Wills and Trusts. Today, we move on to the topics of Power of Attorney, Living Will and HIPAA releases. Power of Attorney Setting up a Power of Attorney (POA) is something you may want to consider in case a time comes when you are...
by Admin | Jul 8, 2020 | Estate Planning, Financial Planning, Retirement, Retirement Planning
Thinking about the end of your life isn’t pleasant, but if you’re over the age of 50, it’s important to get your affairs in order now so that you can take your time in planning. In the next few blog posts, we will discuss the various aspects of end-of-life planning....
by Admin | Jun 11, 2020 | Estate Planning, Financial Planning, Retirement, Retirement Living, Retirement Planning, Senior Health
There are those who begin planning for their retirement early on in their careers and already have the exact month and year that they plan on stopping work. Then there are those who say they will never retire and insist they will work for as long as they are...
by Admin | Apr 29, 2020 | Estate Planning, Financial Planning, Other, Retirement Living, Senior Living Lifestyle
Your legacy is the totality of who you are, but who you are today is not necessarily who you were yesterday or who you will be tomorrow. So, even if you were smart enough to have a lawyer prepare a traditional estate plan, you may find that is not enough to protect...
by Admin | Jul 11, 2019 | Estate Planning, Retirement Living, Senior Living Lifestyle, Uncategorized
We’ve all experienced the sudden loss of someone we care about and the last thing we want to think about is planning their funeral. It seems entirely overwhelming. You aren’t sure where to begin when you are in the early stages of grief. One thing you can do to help...
by Admin | Sep 6, 2018 | Estate Planning, Financial Planning, Retirement Living, Uncategorized
When people do their financial and estate planning, the effect of titling assets is often overlooked. The term titling refers to the legal form of asset ownership. The first step in estate planning is to know who owns what. This is necessary to ensure that property...
