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    • Becoming a Client
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Archives

Tag Archives for: "estate planning"
 Do You Need a Trust?: Estate Planning Q&A
0
By Linda Melancon
In Estate Planning Awareness
Posted July 7, 2023

Do You Need a Trust?: Estate Planning Q&A

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan.The primary reasons respondents gave for not participating in estate [...]

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 Challenges of Long-Term Care Planning for LGBTQ+ Seniors
0
By Linda Melancon
In Estate Planning Awareness
Posted June 7, 2023

Challenges of Long-Term Care Planning for LGBTQ+ Seniors

Aging is an inevitable reality for everyone. As part of this, many adults engage in long-term planning in anticipation of their later years. But, for many in the LGBTQ+ community, there is [...]

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 6 Facets of Estate Planning That LGBTQ+ Couples Should Know
0
By Linda Melancon
In General Estate Planning
Posted May 4, 2023

6 Facets of Estate Planning That LGBTQ+ Couples Should Know

Estate planning is an important consideration for all couples. However, for LGBTQ+ couples (or former couples), it may be more important than they realize to review their circumstances and see [...]

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 Estate Planning Basics: What Is a Beneficiary to a Will?
0
By Linda Melancon
In General Estate Planning
Posted February 28, 2023

Estate Planning Basics: What Is a Beneficiary to a Will?

People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, [...]

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 Start 2023 Prepared: Reassess What Matters Most
0
By Linda Melancon
In General Estate Planning
Posted January 26, 2023

Start 2023 Prepared: Reassess What Matters Most

If we have learned anything these past few years, it’s that even the best laid plans may not hold up to whatever life has in store for us. For many, it’s shown us who and what are truly [...]

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 What Are the Benefits of Having a Testamentary Trust?
0
By Linda Melancon
In Trusts
Posted December 30, 2022

What Are the Benefits of Having a Testamentary Trust?

There are various benefits to creating a testamentary trust. This article discusses the benefits of adding a testamentary trust to your estate plan.What Is a Testamentary Trust?A testamentary [...]

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 What Not to Include in Your Will
0
By Linda Melancon
In Will
Posted November 28, 2022

What Not to Include in Your Will

If you are considering preparing a will, this is a great first step in planning for the future. After reflecting on the basics, such as whom you want to be in charge of administering your wishes, [...]

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 3 Tips When Including Caregivers in Your Estate Planning
0
By Linda Melancon
In General Estate Planning
Posted October 26, 2022

3 Tips When Including Caregivers in Your Estate Planning

November will mark National Family Caregivers Month. You may have a caregiver in your life to whom you wish to bestow your gratitude by designating them as an heir in your estate plan. Whether [...]

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 What Does It Mean to Be Estranged?
0
By Linda Melancon
In Estate Planning Awareness
Posted October 26, 2022

What Does It Mean to Be Estranged?

Estrangement refers to a breakdown in a relationship, such as a relationship with a spouse or family member, where there is no longer any communication, or communication has become hostile, and [...]

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 The Ins and Outs of Estate Sales
2
By Linda Melancon
In General Estate Planning, Estate Planning Awareness
Posted October 2, 2022

The Ins and Outs of Estate Sales

Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to dispose of those [...]

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