What Are the Top Trust Errors?

Trusts can be an essential part of any estate plan, but they are complex vehicles. There are many ways they can go wrong. Below are some of the most common errors and how to avoid them. Funding errors Properly ...

August 2nd, 2022|

When Should You Take Social Security Benefits?

In the past, people assumed that they would retire by the age of 65 and start receiving full Social Security retirement benefits right away. However, nowadays, full retirement benefits are not as accessible as they were back in the ...

July 19th, 2022|

What Paperwork Do You Need for a Nursing Home?

You've decided on a nursing home for your parent, for example. Now, what's needed for the admissions process to a long-term, skilled facility? A physician's order for admission. A state-required form that certifies your parent meets nursing home criteria, ...

July 13th, 2022|

How To Manage an Estate During Probate

Executors have a high level of responsibility for as long as the probate process drags on — which can even be years in some cases. Your main objective? Prevent estate assets from being damaged or depreciated. You must make ...

July 7th, 2022|

How To Choose a Good Place To Retire

In 2020, nearly 400,000 American retirees made the decision to move homes. Perhaps that's not surprising. Most people have different lifestyles, different finances and different housing needs after retirement than they did while they were working. For many people, ...

July 1st, 2022|