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How to Avoid Estate Planning Scams

Fri 22 Oct, by on Estate Planning, Probate

How to Avoid Estate Planning Scams

Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately, this scenario happens on a regular basis to individuals who are victims of estate planning schemes. According to a report conducted by the U.S. Consumer Financial Protection Bureau of people ages 50 and over, victims of financial fraud lose $34,200 on average to unscrupulous scammers.[1] In some instances, the scams are discovered before …

Snowbirds: What You Need to Know about Renting Out Your Property

Fri 15 Oct, by on Estate Planning, Probate

Snowbirds: What You Need to Know about Renting Out Your Property

Retreating to a warmer climate for the winter sounds like an ideal way to spend a few months. To help make this dream a reality, some individuals choose to rent out their second homes when they are not in use. But before you list your second home for rent, there are a few things you should consider. Benefits of renting out your property One reason to rent out your second home is to help cover …

Is Your Estate Plan Incapacity Proof?

Fri 8 Oct, by on Estate Planning, Probate

Is Your Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. As medical knowledge and technology have improved over the decades, so too has modern medicine’s ability to keep people alive for much longer. It is no accident that in many areas of the country, …

How to Protect Your Significant Other from Frozen Accounts

Fri 1 Oct, by on Estate Planning, Probate

How to Protect Your Significant Other from Frozen Accounts

The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts can exacerbate the stress. Without proper planning, your significant other could struggle to gain access to your accounts. The frustration is especially distressing if the frozen account was the primary source for paying joint or household expenses. Common …

Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way

Fri 24 Sep, by on Estate Planning, Probate

Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way

The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics—you name it. Because September is National Disaster Preparedness Month, we want you to be prepared for whatever life throws at you. Although none of us can predict the future, there are some things you can do to ensure that you and your family are ready. Here are a few questions to consider to help protect the people and possessions you value most. Are …

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