If you are about to turn 70,and have delayed claiming Social Security retirement benefits up till now, you are joining an elite group, but it’s important to know when and how to claim.
Articles
Can My Family Inherit My Season Tickets?
Mar 28, 2022 | Estate Planning
Sports fans with season tickets may want their families to enjoy the tickets after they are gone but passing on these tickets is not always simple.
Stuck Inside Due to Winter or the Virus? Now is a Good Time to Review Your Estate Plan
Feb 2, 2021 | Estate Planning
We are now in the depth of winter, all while a global pandemic continues to affect everyday life...
Best 2021 New Year’s Resolution for Your Family
Jan 6, 2021 | Estate Planning
The best New Year’s resolution for 2021 is one that will benefit and protect your family and loved...
Why You Need More than a Will for Estate Planning
Dec 15, 2020 | Estate Planning
A will is a highly beneficial estate planning tool—the vast majority of estate plans will include...
Durable Power of Attorney – Avoiding Conservator Appointment
Dec 8, 2020 | Estate Planning, Financial Management, Long-Term Care
Conservatorship is the process where a person is appointed by the probate court to handle another...
Prenuptial Agreements and Estate Planning Overlap
Nov 30, 2020 | Estate Planning, Prenuptial Agreement
The use of prenuptial (prenup) agreements in a marriage can have a bit of overlap with your estate...
How to Store Estate Planning Documents
Nov 11, 2020 | Estate Planning
After you and your attorney have completed drafting your estate planning documents, it is...