Category Archives: Asset Protection
Tips for Having “The Talk” with Aging Parents
Talking about aging, loss of independence, and estate planning is difficult. These topics are emotional but are an essential conversation for every family. Unless you are certain your parents have an up-to-date estate plan for what should happen in the event of their incapacity or passing, you shouldn’t assume everything will be taken care… Read More »
Step-by-Step General Guide on What to Do When a Loved One First Passes Away: Entities to Contact
Coping with the loss of a loved one is challenging, especially when faced with the responsibility of ensuring their legal and financial matters are taken care of. Often, people are overwhelmed and unsure about the necessary steps to take. This may sound like a daunting process, so we have created a general checklist of… Read More »
Step-by-Step General Guide on What to Do When a Loved One First Passes Away
It is never easy to experience the loss of a loved one, and it is especially challenging while handling the urgent responsibilities that arise when someone passes. It is not uncommon to be unsure of what to do after a loved one passes away. While it may seem daunting to navigate a loved one’s… Read More »
What Happens to my Credit Card and/or Travel Rewards When I Pass?
If you have travel and/or reward credit cards that allow you to earn “points” or “miles”, your reserve of rewards could be worth thousands of dollars. But what happens to credit card points or miles after you pass? Each company has its own specific requirements and stipulations regarding the transfer of credit card reward… Read More »
Asset Protection Strategies for Florida Seniors
It is extremely important that you take steps to protect your assets, especially if you are entering the golden years of your life. Whether the elderly need help to preserve assets for their heirs, avoid probate, or protect themselves against scams, finding an elder law attorney is crucial. Our firm has compiled some suggestions… Read More »