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It is estimated that over 55 million Americans will kick off the holiday season by traveling to a family member’s or on a getaway this Thanksgiving.[1]  Holidays are a great time to see loved ones and learn about what everyone has been doing. And, with the hecticness it may seem easier to put off topics like estate planning until the new year, but the holidays are actually a great time to consider the matter. Traveling can prompt discussions to ensure you have a plan in place in...

As loved ones age, their physical and mental abilities change. They may not be as quick or sharp as they once were, they may have mood swings, and they may need more help taking care of themselves. But there is a difference between the general decline individuals can experience as they age and the decline someone can experience if living with dementia. The following are signs of dementia provided by the Alzheimer’s Association that caretakers may encounter: Memory loss – the kind that goes beyond occasionally forgetting a...

In September of 2008, Congressional leaders passed House Resolution 1499 declaring the third week in October as “National Estate Planning Awareness Week.” Resolution 1499 estimated over 120,000,000 Americans did not have up-to-date estate plans to protect themselves or their families in the event of sickness, accidents, or untimely death. More recently a 2019 survey, carried out by Caring.com, found 57% of adults in the United States have not prepared any estate planning documents such as a will or trust, despite the fact that 76% of the surveyed adults...

Estate planning may be something you only associate with older adults – those with families that span multiple generations, retirees who have accumulated wealth from work and various retirement and investment plans, or elderly individuals who require assistance through at-home care or nursing homes. But estate planning can be beneficial to young adults as well. The following tools can help an individual plan for many different occasions, no matter what age. If there is an accident that causes incapacitation, most young adults would want their parents’ or spouse’s...