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How Do I Vet an Estate Planning Attorney?

POSTED ON: March 23, 2023 BY: Kyle Krull
It is important to have a good estate planning attorney. Hiring an estate planning attorney is an important decision. People should not enter into this professional relationship lightly. Asking for recommendations from family, friends, or other professionals can be a good place to start. Whether you find options through recommendations or a web search, you […]
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Memorabilia

How Do I Plan for Memorabilia Collections?

POSTED ON: March 22, 2023 BY: Kyle Krull
Memorabilia collectors should create plans for the transfer of these assets. Estate planning is essential for retaining control over who inherits assets. When preparing for the transfer of assets, most people list life insurance policies, investment accounts, and bank accounts. Tangible assets are often overlooked. According to a recent Kiplinger article titled “Estate Planning for Memorabilia […]
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Secrecy

Is Secrecy Wise in Estate Planning?

POSTED ON: March 21, 2023 BY: Kyle Krull
Secrecy is not the best policy when it comes to estate planning. Secrets are generally considered problematic for relationships. Exceptions include surprise parties and confidentiality within a therapeutic relationship or the attorney-client privilege. Typically, estate planning is not one of these exceptions. According to a recent Financial Advisor article titled “Family Wealth Transfers Undermined by Secrecy,” it […]
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Tinnitus

Can My Tinnitus be Treated?

POSTED ON: March 20, 2023 BY: Kyle Krull
Tinnitus can be an irritating condition. Certain noises are considered unpleasant by some people. These include nails on chalkboards, gum-smacking, or smoke alarms blaring. Often these nuisances can be avoided by simply leaving an environment or asking someone to stop making the noise. According to a recent Verywell Health article titled “Causes of Tinnitus or Ringing […]
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Macular degeneration

Can I Prevent Macular Degeneration?

POSTED ON: March 17, 2023 BY: Kyle Krull
Macular degeneration has several symptoms. The eyes are a vital part of the body. Your sense of sight depends on them. Eye health tends to change as people age. According to a recent AARP article titled “3 Warning Signs of Macular Degeneration,” these changes can require anything from reading glasses to surgery to correct. The American Optometric […]
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Home modifications

When Should I Consider Home Modifications?

POSTED ON: March 16, 2023 BY: Kyle Krull
Home modifications can help people age in place. Getting older comes with changes to the body. No big surprise there. However, these changes can make independent living more challenging. Many homes are not designed with aging in mind. According to a recent Seasons article titled “Pandemic has made seniors more confident about aging in place, study […]
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Funeral planning

Should I Do Funeral Planning Now?

POSTED ON: March 15, 2023 BY: Kyle Krull
Funeral planning requires attention to detail. The loss of a loved one is not easy. It changes so many things. An important person is no longer part of your daily life. According to a recent Kiplinger article titled “Funeral Planning Can Prevent Further Grief,” the emotional toll is high after the death of a loved one. […]
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Lisa Marie Presley

Did Lisa Marie Presley Revise Her Estate Plan?

POSTED ON: March 14, 2023 BY: Kyle Krull
Lisa Marie Presley made some estate planning mistakes. Estate planning should be undertaken with the help of professionals. This is especially true for more complex estates or family dynamics. Attempting to create or update an estate plan on your own can lead to issues with estate administration. According to a recent Insurance NewsNet article titled “Presley […]
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IRA

How Avoidable are IRA Mistakes?

POSTED ON: March 13, 2023 BY: Kyle Krull
Making IRA mistakes can be costly. Saving for retirement seems as if it should be pretty straightforward. Many people believe the only thing they need to do is set aside part of their paycheck every month into an IRA. Although you cannot save for retirement without setting aside money, this is only part of successful […]
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Trustees

How Can Trustees Succeed in Their Roles?

POSTED ON: March 10, 2023 BY: Kyle Krull
Trustees hold significant responsibility. Although their title is technically derived from the entities they help manage, trustees must also be trustworthy. That is the foundational requirement. Those who include a trust in their estate planning have done so to fulfill specific goals. Examples include simplifying asset distribution, protecting assets from poor decisions by heirs, or […]
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