Resources for Adults 50+

Those of us who deal with estate planning for a living get to hear a range of interesting excuses from those who haven’t yet created an estate plan. These excuses can range from puzzling, to frustrating, to downright bizarre. Almost none are valid in the face of...

Prince, Tupac Shakur, and Kurt Cobain left their vision and their life work in the hands of...well..whoever was assigned by the court after they died. Certainly not a person chosen by them to handle their legacy. Your blogs, selfies, Facebook posts, and videos...

Do you know the difference between a will and a trust? You’ve probably heard these terms but do you know what sets them apart and whether you need to have both? As we mentioned before, your will is a part of your estate plan. The same can be said for the trust, but...

Estate planning is a complex matter with lots of uncommon and hard to grasp words. An example is the word ‘probate’. Do you know what it is, how long it takes, and if you can avoid it? In this article we’ll share our knowledge on this topic. What is probate? Simply...

In our previous article we discussed what can go wrong if you don't update your will. In this article we look at another major estate planning mistake. If you think that having a will means that your estate planning is complete, then you are wrong. On the image...

A couple of months ago we wrote an article about the top reasons to update your will (The Top 10 Reasons to Update Your Will ). As we discussed there, it is really important to update your will if there has been a major change in your life, such as giving birth,...

This week we want to share with you some interesting facts about Estate Planing.   1. Living wills, which allow people to control their end-of-life medical treatment, are a recent estate planning mechanism. California became the first state to allow living...

Estate planning is even more essential for business owners. In fact, your business insurance might even require that you have some sort of plan in place to ensure that your business can continue even if you are gone. And by putting your affairs in order you can...

It is never easy to start planning for the time when you won’t be around. Leaving estate planning for later is the easy path but that just means that the problem is still there, maybe until it’s too late. It’s essential to recognize the reality of life and put your...

Important as it is, estate planning can be confusing and complex. When you first start thinking about it, so many questions can arise. Foremost of course is ‘What do we need to do?’ For many people, the next question mark is whether or not they can write their own...

We live in a digital world where the most of our day-to-day activities are online. I communicate with my friends and family, pay my bills, shop and work online. I can’t remember the last time I printed a picture or went to the post office to send a letter. And,...

We all can agree that the technology boom and easy access to the Internet has dramatically changed the way we live. The days of video calls are now here. Chats have become an integral part of our lives by letting us use emoticons to express our feelings in...

Except for joint accounts, banks are not in a hurry to release money until probate is complete and that can be a serious hardship for those left behind especially given the expenses that come with a death. Use PODS and TODs to get the money to your family right...