Tag Archive for "estate planning" - David Wingate's Estate Planning and Elder Law Center

When it comes to your estate plan, periodic review is a necessity

Here are some issues that could trigger the need to make a change in your estate plan.

Now is the time to review your personal finances

Now is the time to review your personal finances, here’s a brief checklist.

Beware of VA and Medicaid information on the internet, even from professional sources

Basically, the only good advice, is “Consult with an estate-planning attorney or other asset-protection professional who is steeped in knowledge of VA pensions and assisted-living benefits.”

Is your Independant Financial Advisor Accredited?

Ask if the financial advisor is VA accredited? If they are not, they have not performed required education to become accredited. Check accreditation at the VA Accreditation website.

Our Life Care Planning & Elder Care Practice addresses senior citizens concerns.

The Case Against Do-It-Yourself Wills – Celebrity Mistakes

A will is important, especially as you move toward retirement. Yet an astonishing number of people of all ages still don’t have one.

How to Find and Select an Elder Law Attorney

Properly addressing legal issues, in a timely matter can go a long way towards improving the quality of life of your family member, with Alzheimer’s disease, as well as making things easier for the caregivers

Some people simply do nothing about retirement

It’s never too late to stop staring at the headlights and start retirement and asset protection planning.

Real Estate Transactions

How real estate transactions could affect your estate plan.

What to do when a person dies

People frequently ask what they should do when a loved one passes.

Posts Tagged ‘estate planning’