Sandwich Generation: Considerations When Caring for Both Children and Parents

The Sandwich Generation are those who are caring for both their children and their aging parents. You may be a parent that is acting as a caregiver for one or more of your parents who are no longer able to look after themselves, or you may have become more involved in...

5 Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions for you if you are alive but unable to make...

Property Sisters: It Is True…Remodeling Your Home Could Impact Your Estate Plan

When turning to renovation projects, there are often implications that need to be properly addressed. When Remodeling a Home in a Trust with a Home Equity Loan Homeowners with a proper estate plan often place their property in a revocable living trust (i.e., a living...

Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might think. Sometimes, a family member does not receive what they thought they would after a loved one passes...