Legal Planning Steps for Seniors Aging Alone
August 14, 2025
Living alone in later years can feel peaceful. However, practical and legal preparation is essential to maintain independence and safety over time.
What Happens When You Inherit a House with a Mortgage?
July 29, 2025
Inheriting a home with an outstanding mortgage adds financial and legal responsibilities that heirs must address quickly and carefully.
Estate Planning Mistakes Financial Advisors Make
July 25, 2025
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
Estate Planning for High-Risk Occupations
July 17, 2025
For police officers, however, estate planning presents unique challenges and considerations due to the risks inherent in their profession, the need for tailored legal protection, and the complexities surrounding survivor benefits.
What Is the Best Way to Pass Property to Heirs?
June 30, 2025
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.
Turning Market Losses into Tax Wins with Charitable Donations
June 24, 2025
If you sold holdings at a loss during April’s brutal sell off, you probably took solace that you at least accomplished some tax-loss harvesting.
Late in Life Marriages Require Estate and Financial Planning
June 12, 2025
People over 65 who remarry after a death or divorce can face thorny financial questions—especially when it comes to adult children and inheritances.