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Probate is a legal process involving the administration of a deceased individual’s estate and assets with or without a will. The specific laws concerning probate vary by state, including when it’s required. Here are 5 common challenges that can arise during probate....

One option many seniors explore is transferring their property to a family member, such as an adult child or grandchild or joint ownership. The goal is to preserve your assets. But you also want to consider your eligibility for Medicaid if you need long-term care in...

The logistics of selling a home can be time-consuming. But it also can be emotional, especially if you’re selling the place where you raised your family and built key memories. But selling to downsize or move into a place with built-in supports can be helpful,...

Buying a property can come with mixed emotions, especially if you’re making a significant move or downsizing. Here are some things to think about before making a purchase. What type of property and accessibility do you need If you’re buying a property to live in,...

Planning for care is an essential part of retirement preparation. Home Care Services Home care services offer seniors the opportunity to age in the comfort of their own homes while receiving the necessary support and assistance. Legal documentation of in-home...

Here are some strategies to make sure your assets remain safe after retirement. Estate planning - Establish a will or trust to dictate how your assets will be distributed after your passing. Give a durable power of attorney to manage your financial affairs if you...

While the retirement planning basics have not changed in the past few decades, there are new problems that await baby boomers in 2023. Longer life expectancy and rising healthcare costs, which means you’ll need your money to last longer—potentially into your 90s....