Congratulations! You’ve been working towards retirement your whole life, and 2026 is the year you finally get to sit back, relax, and enjoy the benefits of years of hard work. Retirement changes almost everything about your financial picture: how you earn income, how...
A power of attorney (POA) and a guardianship/conservatorship are different types of legal arrangements, each of which dictates who will care for you and your estate if you become incapacitated. Although each of these arrangements has their place, having a durable...
With the holidays around the corner, you’re probably making a list (and checking it twice) of which gifts to give your loved ones. Many people take this time of year to make big gifts—money, a car, or another valuable asset—as a way to help a loved one get ahead or...
Estate planning conversations are usually tough and probably not top-of-mind as families gather for the holidays. Discussing death and finances are often two of the most uncomfortable topics for families to talk about. Not talking about them, however, can lead to...
Key Points: The way your relative owned the property (joint or sole owner) determines which process you will need to go through. You must create and record a new deed to make the transfer official. There are unavoidable costs tied to the process, and the fees will...
Key Points: Having an open conversation with your loved one regarding your concerns for their well-being can be challenging. Seeking support from family members while navigating this journey can provide peace of mind. There are resources available to help your loved...
