How to Choose the Right Agent for Your Incapacity Plan

Posted on: April 21st, 2015
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated....

New Year’s Planning Tip #3 - Check Your Mental Disability Plan

Posted on: January 6th, 2015
Now that the chaos of the holiday season is behind us, it’s a great time to make a New Year’s resolution to update your estate plan. One area of planning that many people overlook is making sure their mental disability plan is up to date....

Long-Term Care Planning, Part 1

Posted on: December 14th, 2013
Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. ...

Estate Planning for Young Families

Posted on: December 14th, 2012
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible. Also, estate planning does not have to be expensive . . ....

Planning For Incapacity and Long-Term Care

Posted on: October 26th, 2012
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care. ...
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