Posts tagged with "baby boomer"

Estate Planning · March 27, 2023
3 Simple Mistakes That Can Derail Your Estate Plan
Avoid costly estate planning errors! This article explores three common mistakes that can disrupt your intended asset distribution. Learn about the importance of updating beneficiary designations, avoiding outdated documents, and conducting regular plan reviews. By sidestepping these simple missteps, you can safeguard your assets and ensure your loved ones are protected. Stay on track with your estate plan and achieve the peace of mind you deserve. Learn more...
Estate Planning · March 20, 2023
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
Ensure you receive expert guidance when hiring a lawyer for your estate planning needs. In our article, we provide the top 5 questions to ask before hiring a lawyer. Whether you're setting up a trust, creating a will, or designating powers of attorney, our guide will help you navigate the process with confidence. Don't leave your estate planning to chance. Read our article to find the right lawyer for your needs. Read more...
Estate Planning · March 13, 2023
Estate Planning Before You Travel: Why It's Critically Important
Traveling can be a wonderful experience, but it's important to consider the unexpected before you go. One crucial aspect of preparation that's often overlooked is estate planning. This involves making decisions about your assets and finances in case of your incapacity or death. Having a plan in place before traveling is essential to ensure that your loved ones are protected, and your wishes are carried out. Don't overlook this important step in preparation for your travels. Read more...
Estate Planning · March 06, 2023
Why Everyone Needs to Keep Their Estate Plan Updated
Your estate plan is an essential component of your financial well-being. But did you know that it's equally important to keep it up-to-date? Life is full of surprises, and failing to update your estate plan can have serious consequences. In this article, we'll explore why everyone needs to keep their estate plan updated and what can happen if you don't. Learn more...
Estate Planning · February 27, 2023
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
Are you the parent of a young adult? Do you know what your rights are regarding their medical care? In this article, we'll explore everything you need to know about your rights and responsibilities as the parent of a young adult in the event of a medical crisis. From legal considerations to medical decision-making, we've got you covered. Don't wait until it's too late – read on to ensure you're prepared for any situation. Learn more
Estate Planning · February 20, 2023
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
As a devoted parent, you work tirelessly to secure your children's future. However, your hard-earned assets could end up in the wrong hands due to government and lawsuit-happy opportunists. Don't risk your legacy. Learn how to protect your children's inheritance with legal tools and practical strategies. This article covers everything you need to know to safeguard your assets and ensure your children receive the intended inheritance. Take action now to secure your children's future. Read more
Estate Planning · February 13, 2023
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
You work hard to provide your family with all they need, and you want to be sure your estate plan protects them. Sometimes, that means getting the cheapest estate plan available. What could possibly go wrong? Many estate plans can be far more affordable than their competitors; however, a cheaper price doesn't always lead to a better deal. Find out how some cheaper plans could leave your family with unwanted mess and more costs in the future. Read more...
Estate Planning · February 06, 2023
Will Your Estate Plan Work When Your Family Needs It?
As you age, your family dynamics can complicate your estate plans. To ensure your plan works when they need it, avoid assuming it will work perfectly. Instead, review and update it regularly, communicate openly with family, and seek professional help when necessary. With these proactive steps, you can be confident that your estate plan will work as intended, giving you peace of mind and protecting your assets, even in challenging circumstances. Learn more...
Estate Planning · January 30, 2023
Before You Agree to Be a Trustee, Read This!
Being a Trustee means taking on a wide variety of duties. Some are conditional on the confidence level between you and the other person, but some responsibilities are always the same. So, before agreeing to be a trustee, learning everything you can about the role is crucial. If you're considering becoming a Trustee, read this article beforehand. Learn more. 
Estate Planning · January 23, 2023
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Putting your family at risk because you didn't read the fine print. If something happens to you, you take out life insurance to provide for your family. However, many people make mistakes when they designate their beneficiaries. Use this 4-step guide to avoid common mistakes and ensure your designated beneficiary receives the intended financial benefits. Learn more...

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