A conservator is legally responsible for handling certain financial affairs on behalf of another individual. Here is what the role entails.
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5 Key Duties Of A Conservator
What can go wrong with a beneficiary designation? A lot, actually.
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5 Potential Issues With Beneficiary Desginations
What's next for the business? A succession plan can answer that question - and provide some estate planning advantages.
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4 Benefits To A Buy-Sell Agreement
There are 3 key benefits to providing funds for a young family member's college savings account.
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How A 529 Can Enhance An Estate Plan
When might a durable power of attorney be more advantageous than guardianship? And what are some key differences?
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How To Protect A Loved One With Dementia
For individuals with substantial assets, the consequences of a lack of planning can quickly cascade.
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Why High Earners Need A Robust Estate Plan
Colorado’s budget shortfall may mean many lose out on medical funding; here are 6 other options.
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State Budget Woes Highlight Need For Planning
Is now the right time for me to review?
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5 Things To Consider For An Estate Plan Update
These actions can land even a well-meaning estate representative in hot water.
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5 Costly Personal Representative Missteps
While adult children typically don’t have to pay for long-term care of a deceased parent, the estate of that parent might.
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Who’s On The Hook For Nursing Home Costs?
Addressing important financial, health, and safety concerns can help older adults continue to live independently.
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Proper Planning Can Allow People To Age In Place
Without proper planning, using Medicaid to cover senior healthcare issues can have huge consequences on the estate.
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Can I Rely On Medicaid In Retirement?
What characteristics can make a good medical power of attorney?
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6 Positive Qualities Of A Health Care Proxy
Less than half of all family businesses survive a second generation, so what does it take to succeed?
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Making A Clean Handoff
If I don't have the capacity to make decisions, who will?
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The Benefits Of A POA In An Estate Plan
When people establish power of attorney, choosing the right agent is an important step in protecting their financial health.
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How Can I Name The Right Agent?
