The Invisible Estate: Do Not Let Your Loyalty Points Die with You
Rewards and loyalty points rarely make it into an estate plan either, even though their accumulated worth may represent real financial value. To keep your points from expiring when you do, they should be inventoried, documented, and directly addressed in your estate plan.
A Dementia Diagnosis Changes More Than Healthcare: Legal Moves to Make While You Still Can
A dementia diagnosis is not just medical; it also carries legal implications. Depending on the diagnosis and its progression, there may still be time to act while legal capacity remains.
Estate Planning After Remarriage
Remarriage offers another chance at love and stability. It also introduces estate planning risks that need to be addressed before walking down the aisle.
When an Adult Child Has a Crisis: How an Emergency Can Reshape Your Estate Plan
There may be times when your adult children need you just as much. Helping them through a crisis, however, may require a different kind of support than it once did—one that protects both their future and yours.
Legal Steps to Take When You First Notice Memory Problems
If someone is experiencing early stages of dementia or another cognitive condition, it raises an urgent question: What can you do right now, while they can still participate in making decisions?
Types of Life Insurance and How They Can Be Used in Estate Planning
Because there are several types of life insurance available, it is important to understand the primary options and how they differ.
Marital Agreements Versus Wills and Trusts: Which Do You Need?
If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business interests, inherited property, or a clear vision for your legacy, you may have been told that you need a will, a trust, or a marital agreement.
Should You Ever Use Your Home as Collateral for Your Child’s Debt?
Should you ever use your home as collteral for your child’s debt?
When Clutter Becomes an Estate Planning Problem
There is nothing inherently wrong with owning things. We work hard, and buying something new can feel like a reward. But over time, those rewards can start to weigh on us, creating stress, taking up space, and even leaving behind a burden for the people we care about when we pass away.
Practical Estate Planning Strategies When Letting Go Is Hard
Nothing in your home will stay yours forever. Every item—each wall hanging, piece of furniture, book, device, or collected trinket—will one day belong to someone else. When Letting Go of your “stuff” is hard.
The Call That Sounded Like a Scam—But Turned Out to Be an Inheritance
When you get a phone call or letter that sounds like a scam, but could actually be an inheritance.
How to Protect Your Estate If Long-Term Care Becomes Necessary
How to protect your estate if long-term care becomes necessary.