Estate Planning Blog Digest

Serving Clients in Las Vegas and the Surrounding Area

Wealth Preservation & Business Strategies

What Does an Executor Do?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

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How to Choose a Trustee

Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.

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The Biggest Social Security Blunders in Retirement

Millions of seniors count on Social Security as a major source of retirement income. If you’re planning to do the same, you’ll need to do your part to avoid reducing your benefits—and that could mean steering clear of the following mistakes.

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How Does Guardianship Work?

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?

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Does Your Senior Know what a ‘Deductible’ Is?

At a life stage where having a clear understanding of healthcare is critical, nearly seven in 10 Medicare beneficiaries agree that Medicare insurance is confusing and difficult to understand. That’s according to a new Medicare literacy survey poll of 1,000 Medicare beneficiaries by

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