estate planning

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered:  What it means to have mental [...]

2024-01-11T23:21:34-07:00January 11, 2024|Estate Planning|

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign [...]

2023-10-02T12:22:18-07:00October 2, 2023|Estate Planning|

AARP and The Red Cross Celebrated Make-A-Will Month, But Here’s What They Didn’t Tell You

August was National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your Will taken care of this month. Both AARP and the Red [...]

2023-08-27T22:52:18-07:00August 27, 2023|Estate Planning|
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