Estate Planning (Page 8 of 9)

How to Get Underutilized COVID Funeral Assistance Funds

Here’s what you should know about the program that covers up to $9,000 for funerals.

How to Find and Claim Your Family’s Forgotten Assets

Savvy Senior author, Jim Miller explains where to search for forgotten assets like stocks, deposits, tax refunds, and more.

How to Write an Online Will

Here’s what you need to know if you’re considering a do-it-yourself will.

What Is a Charitable Trust?

A charitable trust uses its assets to support one or more philanthropic organizations.

Trusts in Estate Planning: 6 Things You Need To Know

Creating a well-crafted estate plan often involves establishing a trust.

Advanced Directives, with Jim Koewler

Elder Law Attorney Jim Koewler talks about advanced directives, crucial for family caregivers.

Advance Planning with Daphne Davis, Part 2

If you’re in a situation where no one needs to make an urgent move, or even in-home care, but if you’re wondering if you’re on the right track and you give me a call, Daphne Davis at Pinnacle Senior Placements suggesting calling her or one of her advisors. They come out to your home and have a conversation, get to to know you. The process is unique for everyone.

Advance Planning with Daphne Davis, Part 1

Gathering information – you never know when you’ll need it. Some families are really good about thinking about it: downsizing to a smaller home, no steps, putting in grab bars, a step-in shower. But there are other things to pay attention to, such as a throw rug. Daphne Davis at Pinnacle Senior Placements goes through advance planning steps.

Pre-planning with Alzheimer’s, with Dan White

Dan White at Evergreen Washelli explains that there is no better time for funeral pre-planning than when you’re diagnosed with Alzheimer’s, while you’re fully cognizant of your wishes. Get things down on paper for someone who would be coming on your behalf, so they can honor your wishes and not have to guess or make assumptions.

Consumer Rights in Funeral Planning, with Dan White

Dan White at Evergreen Washelli talks about consumer rights when it comes to funeral planning, governed by the FCC. When shopping and pre-planning for either a casketed funeral or cremation is that the company is required to be able to present a general price list covering services as well as a casket price list.

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