When a parent passes, understanding the type of joint account and the next steps is crucial; learn how to navigate the process smoothly.
How to Handle Joint Accounts When a Parent Passes
Browsing Tag
Estate planning
10 posts
Managing Estate Matters After a Parent’s Passing
Starting estate matters after a parent’s passing can be overwhelming, but understanding key steps can help you navigate the process smoothly.
Managing an Elderly Parent’s Finances Legally and Safely
Safeguarding your elderly parent’s finances requires careful planning and legal steps—discover how to protect their assets effectively and ensure their wishes are fulfilled.
Estate Planning Basics for Caregivers (Wills, Trusts, Etc.)
Because understanding estate planning basics like wills and trusts is essential for caregivers, you’ll learn how to protect loved ones and ensure your wishes are honored.
Family Limited Partnerships for Long‑Term Care Funding
I can help you understand how Family Limited Partnerships can be used for long-term care funding, but there’s more to consider.
Protecting Assets With Irrevocable Trusts
An irrevocable trust helps protect your assets by removing them from your…
Estate Planning Basics for Sandwich‑Generation Caregivers
Understanding estate planning essentials helps sandwich-generation caregivers protect loved ones, but knowing where to start can be challenging—here’s what you need to know.
Estate Planning When You’re a Caregiver
As a caregiver, it’s vital to start estate planning early to protect…
Legal Planning Essentials for Caregivers
Navigating legal planning is crucial for caregivers to protect loved ones, and understanding the essential documents can make all the difference in future security.
Managing Inherited IRAs: Key Rules and Tips to Protect Your Family’s Future
Achieving financial security through inherited IRAs requires understanding complex rules and strategies—discover how to protect your family’s future effectively.
