Without a plan in place, assets like retirement savings, real estate, or other investments may need to be liquidated to cover the costs. This is why incorporating long-term care strategies into estate planning is essential. 08 May

Planning for Long-Term Care Costs without Draining Your Estate

Be prepared to be vulnerable. Start by acknowledging it's a challenging topic and ensure everyone is comfortable and open to the discussion. 07 May

How to Discuss Long-Term Care Planning with Your Family

If you or a loved one has been diagnosed with Alzheimer’s disease or a related dementia, it may be difficult to think beyond the day to day. However, taking steps now can help prepare for a smoother tomorrow. 01 May

Decision-Making After a Dementia Diagnosis: Planning Ahead

Following an apparent suicide, a wealthy patriarch's will and testament surprisingly leaves virtually nothing of his wealth to his third wife and two sons. 30 Apr

I, Jack Wright | British TV Drama | 2025

The Estate Planning Risks of Predatory Marriages 10 Apr

The Estate Planning Risks of Predatory Marriages

Undue influence is a high legal threshold to meet. If you believe that your loved one has been subject to undue influence in drafting their Will, what can you do about it? 04 Apr

Undue Influence Concerns: Beware a Sudden Change of Heart

It is best to customize a will or trust to your specific situation. Sometimes you want more say in how or when your beneficiaries will acquire and use your assets. For this reason, several clauses are commonly included in wills or trusts... 02 Apr

Types of Clauses Commonly Included in Wills or Trusts

When it comes to preparing for the future, understanding the difference between estate planning and a will is crucial. While both play a significant role in managing your assets after your passing, they serve different purposes and offer unique benefits. 25 Mar

Comprehensive Guide to Estate Planning Terms

A contingent beneficiary is a backup beneficiary who inherits assets if the primary beneficiary is unable to, for example, if they predecease you or are unable to accept the inheritance. You likely need a contingent beneficiary to ensure your assets are distributed as intended, even if your primary beneficiary can't receive them.  19 Mar

What is a Contingent (or Secondary) Beneficiary?

An advance directive is a broad term for legal documents outlining your wishes for medical care if you become unable to make decisions, while a living will is a specific type of advance directive that focuses on end-of-life medical treatment.  19 Mar

What is the Difference Between an Advance Directive & a Living Will?

Cost of Care Calculator & Long-Term Care Options: By State 18 Mar

Cost of Care Calculator & Long-Term Care Options: By State

Estate planning and long-term care planning should go hand in hand. A well-prepared plan ensures that assets are managed properly, healthcare preferences are honored, and family members are not left struggling to make last-minute financial decisions. 15 Mar

Estate and Long-term Care Planning Should Go Hand in Hand