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May
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. Who that someone is depends largely on the decisions you make today. You do not need to adopt ...
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26
May
The Burden That Excess Belongings Place on Loved Ones
At some point, each of us may face the difficult task of walking through a deceased parent's home. Empty in one sense—but not in another. The person is gone, but a lifetime of belongings remain. Going from room to room, drawer to drawer, and box to box can be pa...
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May
When Clutter Becomes an Estate Planning Problem
Comedian George Carlin once joked that a house is just a place to keep your stuff while you go out and get more. “Sometimes you gotta move, gotta get a bigger house,” he said. “Why? No room for your stuff anymore. ”1 For many Americans, that joke hits close...
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24
Apr
Building the Bridge: How EstateCare and LifeBinder Turn Your Estate Plan Into a Living System
A thoughtfully prepared estate plan is an essential first step, but it is not the finish line. Wills, trusts, and powers of attorney provide the legal framework for what should happen if you become incapacitated or pass away. But a plan on paper is only effective if it can be car...
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24
Apr
Raising Stewards, Not Just Beneficiaries: Preparing the Next Generation for Inheritance
The term steward refers to someone entrusted with the care of something that does not personally belong to them. It is commonly used in fields such as business, public service, and environmental conservation. Business leaders often describe themselves as stewards of shareholder v...
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Apr
Important Information Your Healthcare Agent Needs to Know
Even if you are currently in good health, an unexpected illness or injury could leave you unable to make your own medical decisions. A medical power of attorney is a critical component of your estate plan that allows you to designate a trusted individual (your agent) to make heal...
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Apr
Family Estate Planning Meetings: Why Every Family Should Have “The Talk”
For many people, the phrase family meeting does not immediately bring to mind a positive experience. When someone says, “We need to talk,” it often signals that something difficult lies ahead. In estate planning, however, these conversations are not about creati...
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07
Apr
Do I Need Long-Term Care Insurance and How Does It Work?
Policy experts and families alike have long noted that the United States lacks a comprehensive public system for long-term care. Medicare generally does not cover these services, and while Medicaid can help, it is available only to people with very limited assets, often req...
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Apr
How to Protect Your Estate If Long-Term Care Becomes Necessary
Once you understand what long-term care (LTC) is and the real risks it can pose to your finances, goals, and family, you can begin to plan accordingly. Addressing the possibility of long-term care early puts you in a stronger position to manage its potential financial and persona...
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07
Apr
Why Long-Term Care Planning Is a Critical Part of Estate Planning (Even If You Are Healthy)
For many people, estate planning sounds like a final act—a set of instructions for what happens to your accounts and other assets only after you are gone. In reality, a truly comprehensive estate plan also helps protect you during your lifetime. While a standard plan ...
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12
Mar
The Financial Blind Spot: Incorporating Disability Planning into Every Conversation
Certain topics can be difficult to broach with clients. Delivering bad news such as “You can't afford to retire yet”; addressing sensitive life events such as death, divorce, or job loss; managing family conflicts; and challenging bad financial habits or unreali...
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Mar
Planning for Yourself While Caring for Someone with a Disability
Most of us have been on a plane and heard the preflight safety instructions that include some version of the oxygen mask principle: Secure your own mask before assisting others. Why do they emphasize this point? Because you cannot effectively help someone else if you are struggli...
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