Paul B. PlantMar 8, 20183 min readTrustsRole Reversal: Discussing Estate Planning with Aging ParentsThe parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other way around. However,...
Paul B. PlantMay 10, 20163 min readWillsThe Consequences of Dying Without A WillWhat will happen to my money and possessions if I die without a will? If you die without a will, what happens to your assets will be...
Paul B. PlantNov 19, 20153 min readPower of AttorneysThe Most Important Estate Planning DocumentWhat is the most important estate planning document? Answer: The one estate planning document that everyone 18 and older should have is...
Paul B. PlantJun 18, 20154 min readTrustsWho Will Receive Your Property??Great review of basic considerations before finalizing your estate plan. “Who should receive my property?” asked Helen to her attorney,...
Paul B. PlantApr 16, 20153 min readTrustsRetirement Planning Resources for WomenMost Americans could stand to improve their knowledge of retirement planning, but it is especially important for unmarried women. Here’s...
Paul B. PlantMar 27, 20154 min readTrustsFour Costly Estate Planning BlundersThink your documents are bulletproof? Check again to avoid these common mistakes. 1. Forgoing an expert’s review. There’s nothing wrong...
Paul B. PlantFeb 18, 20154 min readTrustsPlanning for the Non-Traditional FamilyBy Robert M. Slutsky, Esq. Robert Slutsky Associates Plymouth Meeting, Pennsylvania, An ElderCare Matters Partner, The percentage of...
Paul B. PlantFeb 3, 20154 min readTrustsTrusts for Creative SpendersTrusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the...
Paul B. PlantOct 16, 20143 min readSenior CareIdentifying and Avoiding Caregiver BurnoutBy: Henry C. Weatherby, Esq., CLU, ChFC, CEBS Many of our clients are caring for or being cared for by a loved one. More than 65 million...