By the time a person requires long-term care, it can be too late to do the kind of financial planning that maximizes savings. . Too often, people find themselves dealing with a crisis that exposes the gaps and oversights in their planning, making an already difficult...
Month: March 2021
Is it time to update your substitute decision-makers?
Giving someone the authority to make financial or personal decisions on your behalf is not a decision people make lightly. People typically want to feel confident that they appoint someone qualified, trustworthy and responsible. Once they name their substitute...
Recent estate plan changes can trigger probate disputes
If you have an estate plan, you have the right to ensure it reflects your wishes. And as time goes by, those wishes can change, which is why it is crucial to update your plan. That said, as valuable as it is to revise an estate plan, there are ways people do it that...
