Harwell & PlantApr 244 minEstate PlanningWhat is a Pour-Over Will?A pour-over will is a simple document instructing that any assets you personally own at the time of your death be transferred to a trust.
Harwell & PlantMar 275 minLong-Term CareLong-Term Care Insurance or Self-fund?You are fortunate to have accumulated substantial wealth but are wondering if that is enough to pay for a potential Long-Term Care event.
Harwell & PlantFeb 76 minTrustsFive Effective Uses of a TrustThe type of trust you choose depends primarily on the objectives but also on the type of assets you intend to transfer to the trust.
Harwell & PlantFeb 43 minEstate PlanningEstate planning isn’t just for the wealthy — here’s why everyone should do itAdvanced planning can protect your legacy and make an emotional time easier for your loved ones. By: Elizabeth Gravier - Senior Reporter,...
Paul B. PlantJan 26, 20223 minH&PTips to Get Your Affairs in OrderIn these very uncertain times, we all are aware that death or disability can come upon us at any time. If we are not prepared for that,...
Paul B. PlantMar 8, 20183 minTrustsThe Paperwork of Aging: All About Living Wills, POAs, and Estate PlanningIt was her worst nightmare. Karen’s Aunt Marge was in the Emergency Room, and Karen was in the ER waiting room after a midnight phone...