As a business owner, you've invested countless hours and resources into building your company. Ensuring its continued success after you're no longer at the helm is crucial. Succession planning is a key component of your overall estate plan, and it plays a vital role...
In a perfect world, estate planning helps to better ensure the distribution of your assets according to your wishes. In reality, the execution of an estate plan can lead to disputes among heirs, potentially derailing your intentions. If you are concerned your family...
Nontraditional families, which encompass a wide array of configurations such as blended families, same-sex couples, cohabiting partners, and families formed through adoption or assisted reproduction, are increasingly common in today's society. This blog discusses how...
As parents, we do all that we can to nurture the little beings that have been entrusted to our care. We love them, feed them, clothe them and cuddle them as much as we can. We do our best to offer them the world. What better way to continue to protect them and care...
You’ve probably heard about downsizing, but have you heard about rightsizing and upsizing? Let’s take a look at each and what they all mean for older adults in particular. Downsizing: A Consistent Trend The term “downsizing” applies to numerous things, including real...
By now, many of us are familiar with the Amber Alert program for missing children. There is now a Silver Alert program to assist with finding an older adult over the age of 60 who may have dementia, Alzheimer’s, or other cognitive impairment and has gone missing....
If you own a business, you’ve likely already thought a little bit about what might happen to your family and work if you’re sick for an extended period of time, suddenly incapacitated, or unexpectedly pass. If you’re the only person in your business, or the only...
Employers offer various health care plans to employees, one of which is a High Deduction Health Plan (HDHP). It’s typically through this plan that a health savings account (HSA) is offered. These accounts allow individuals to set aside and use money specifically for...
If you are in a committed relationship but are not married to your partner, estate planning is essential. Unless you each draft a Will, and/or Trust, and designate the other person as a beneficiary, your assets will pass to other family members and your partner will...
What is a guardianship, and when does it come into effect? A guardianship is a legal designation for a situation where a person is deemed to be incompetent by a Court, and a trusted individual has been appointed by the Court to manage their affairs on their behalf....
