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How Do I Fix Estate Planning Issues?

POSTED ON: February 19, 2020 BY: Kyle Krull
Fix estate planning issues with the help of an experienced estate planning attorney. You created an estate plan. Maybe you did so by yourself. Perhaps you utilized the services of an "inexperienced" attorney. Whatever the reason, you noticed some problems. According to a recent The Wilmington Business Journal article titled “Repairing Estate Planning Mistakes: There […]
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Can I Prevent Limited Mobility in Aging?

POSTED ON: February 18, 2020 BY: Kyle Krull
Limited mobility can pose new challenges for aging adults. As people age, their bodies weaken. This increases the risk of falls. Injuries from falls limit mobility. Are there ways to help protect loved ones or yourself from these negative outcomes? According to a recent AARP article titled “Mobility Problems: What to Do When a Loved […]
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Can a Strong Stock Market Impact My Estate Plan?

POSTED ON: February 17, 2020 BY: Kyle Krull
Yes, Virginia, stock market performance can impact your estate planning. You have money in the stock market. Perhaps this is limited to your retirement income. Maybe you have included savings plan with after-tax investments for long-term goals outside of retirement. Either way, how the stock market performs is important. According to a recent Wealth Advisor […]
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How Can Long-Term Care Insurance Help Me?

POSTED ON: February 14, 2020 BY: Kyle Krull
Long-term care insurance helps cover costs. You are getting older. Your children are adults with their own families. Now they are the "sandwich generation"! Perhaps they have moved away because of their careers. Either way, you cannot think of one who would be able to provide full-time caregiving should you eventually require it. According to […]
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What are Risks of Poor Estate Planning?

POSTED ON: February 13, 2020 BY: Kyle Krull
Poor estate planning has dire consequences. You think you do not need an estate plan. Perhaps you believe estate planning can wait. You are young. You have time. According to a recent Chron.com article titled “Will you plan now or pay later?,” this is faulty reasoning. No one can predict their own future. You do […]
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What Should I Do With Inherited Investments?

POSTED ON: February 12, 2020 BY: Kyle Krull
Inherited investments can seem overwhelming. People invest in a number of ways. This includes real estate, securities, art, and collections to name a few. When you inherit an investment, you may wonder what you should do with it. According to a recent Wealth Advisor article titled “How to Handle Inherited Investments,” some actions are smarter […]
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Who Will Care for My Pets When I Cannot?

POSTED ON: February 11, 2020 BY: Kyle Krull
Pets require estate planning. Your pets are a special part of your family. They have been with you through the good and the bad. You want to take care of them. You feed them, walk them, and bathe them. When you leave for a trip, you make plans for them. According to a recent Next […]
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What Benefits do Trusts Have for “Average” Folks?

POSTED ON: February 10, 2020 BY: Kyle Krull
Trusts serve several purposes. What mental images are formed when you think of trust? Do you think of millionaires? Thurston Howell III and Lovey, perhaps? Although trusts can certain help preserve wealth, they are not only for the rich. This was recently confirmed by a Stamford Advocate article titled “Trusts are not for the wealthy […]
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What is Role of Successor Trustees?

POSTED ON: February 7, 2020 BY: Kyle Krull
Successor trustees carry significant responsibilities. You have been named a successor trustee. The problem? You are not sure what this means. Relax, many people asked to be trustees do not know the responsibilities involved. According to a recent nwi.com article titled “Estate Planning: The role of a successor trustee,” you are not alone. First, you […]
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How Do You Support Adult Children with Disabilities?

POSTED ON: February 6, 2020 BY: Kyle Krull
Adult children with disabilities can be supported with proper estate planning. You are a parent of a child with a disability. No words can describe your love for your child or the bond you share. Supporting your child throughout his or her life has been a priority. As you age, you are concerned. How will […]
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