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Legacy Planning: The Ultimate Gift

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Should I List Beneficiaries on my Life Insurance?

Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
11/02/22 • by: Law Office of Michelle Adams
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What Is Upstream Planning?

Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
11/02/22 • by: Law Office of Michelle Adams
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Are You Ready for 2026?

Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
11/02/22 • by: Law Office of Michelle Adams
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Can I Prevent Dementia?

A large study finds that some common threats can be controlled through lifestyle changes.
11/02/22 • by: Law Office of Michelle Adams
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What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
10/20/22 • by: Law Office of Michelle Adams
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Is Your Business Included in Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
10/20/22 • by: Law Office of Michelle Adams
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How Does Probate Court Work?

Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.
10/20/22 • by: Law Office of Michelle Adams
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Estate Plans Can Protect against Exploitation

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
10/20/22 • by: Law Office of Michelle Adams
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What’s Being Done to Help Seniors Age in Place?

It’s common for older adults to leave their homes and move into a new living space – like a family member’s house, assisted living facility or nursing home – but a recent effort by the U.S. Department of Housing and Urban Development is hoping to change that and help older homeowners instead age in place.
10/20/22 • by: Law Office of Michelle Adams
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Are Seniors Missing Out on Important Benefits?

Millions of older adults are having trouble making ends meet, especially during these inflationary times. Yet many don’t realize help is available. Some notable programs that offer financial assistance are underused.
10/12/22 • by: Law Office of Michelle Adams
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