Category: Elder Issues

Savings Bonds: How They Should Be Dealt With In Your Estate Plan

A savings bond is defined as “a debt security issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs.... Read More »

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Setting Your Trustee Up For Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that thei... Read More »

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Time to Clean Up that Estate Plan?

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that pe... Read More »

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