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Category: Estate Planning

Senior life plan

Why Should You Create a Senior Life Plan?

POSTED ON: October 2, 2024 BY: Kyle Krull
A senior life plan proactively addresses legal, financial, and medical aspects of aging to minimize stress for loved ones serving as caregivers.
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Women

How Can Women Guard Their Wealth with Estate Planning?

POSTED ON: October 1, 2024 BY: Kyle Krull
Women must be proactive in building and protecting their wealth for retirement because they often live longer but with disrupted income as a result of caregiving.
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Dementia

What the Bruce Willis Dementia Diagnosis Teaches Caregivers

POSTED ON: September 26, 2024 BY: Kyle Krull
Starting early with estate planning can help caregivers more easily support the needs of loved one. When a dementia diagnosis is present, these documents are invaluable.
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taxes

How Can Estate Planning Improve Taxes for Heirs?

POSTED ON: September 24, 2024 BY: Kyle Krull
People should do more than select heirs in their estate planning. They should also take steps to reduce the taxes to their estate.
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quitclaim deed

How Can a DIY Quitclaim Deed be Problematic?

POSTED ON: September 19, 2024 BY: Kyle Krull
Using a quitclaim deed or other DIY deed to transfer property to heirs can lead to greater problems than the ones this method is trying to solve.
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Preparing children for inheritance

Are Your Adult Children Prepared for an Inheritance?

POSTED ON: September 18, 2024 BY: Kyle Krull
Having conversations about financial management and reasoning behind inheritance decisions can prepare your children to manage this gift well.
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Aging

How Can I Age Well at Each Stage of Aging?

POSTED ON: September 17, 2024 BY: Kyle Krull
Understanding various stages of aging can help in preparing for their unique challenges.
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Activities of Daily Living

How to Prepare for Assistance with Activities of Daily Living

POSTED ON: September 12, 2024 BY: Kyle Krull
As people age, they require more support in completing activities of daily living.
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Values

How To Share Family Values in Your Estate Plan

POSTED ON: September 10, 2024 BY: Kyle Krull
Trusts are particularly suitable tools for encouraging the preservation of family values through estate planning.
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Life insurance policy

How Can I Locate a Life Insurance Policy?

POSTED ON: September 5, 2024 BY: Kyle Krull
Payouts from a life insurance policy for a deceased parent or spouse can provide crucial financial support during a difficult time.
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