Attorney-CPA Joe Cordell and co-host Jill Albers focus their discussion on the on-going debate of aging in place vs. moving to a facility or community that offers amenities and care options. They highlight an article from the Wall Street Journal
Clear intentions are a priority when planning your estate. Your estate planning documents need to be able to outline your wishes and illuminate a path to action that reflects what you had in mind. In order to create these plans
Most people would rather not think about their own deaths, but unless medical science can somehow come up with an immortality pill, we all have to go sometime. Given that uncomfortable reality, some individuals actually face their inevitable departure with
Even if you die with a will in place, it still may not be enough. Your loved ones may find themselves involved in a dispute over your life’s work. They may have the best of intentions, but still believe that
Whether they are establishing a basic last will and testament or crafting a complex, multi-faceted estate plan, everybody who makes legal arrangements for the future of their inheritors naturally is motivated by unique personal priorities. In certain straightforward cases –
When an elderly gentleman in the Midwest went to draft his estate plan, he had no problems setting up his will to divide his measurable wealth equally among his five grown children. His financial assets and real estate holdings would
After you have died, you want to be able to leave your assets and possessions to those you love in the least complicated way possible. You do not want your loved ones to go through additional heartache or distress. They
Giving to those we love can be a joyful experience, and that is especially true for most parents. Some people’s warmest memories probably include giving presents to their young children and sharing in the resulting happy reactions. As you and
When you die without a plan in place, your wishes regarding all that you leave behind are unrealized. You do not have any say in what happens to any of the property or financial assets, and those you leave behind
If you were anywhere near a TV, radio, or newspaper in August, you undoubtedly heard that Aretha Franklin, “The Queen of Soul,” had died. Tributes and remembrances poured in, as countless Americans honored the singer of such famous hits as