FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

super-ager's mind

Are You a ‘Super-Ager’?

When people talk about “aging gracefully,” they’re usually referring to physical appearance. However, you can also have a gracefully aging mind.”

Read More »

How to Ask Parents about Estate Planning?

Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.

Read More »

Can I Afford In-Home Elderly Care?

Amid headlines of COVID-19 infiltrating nursing homes and large senior care facilities, it’s understandable that many Americans would prefer to avoid assisted living environments as they grow older. However, the trend to age in place predates the pandemic. Remaining at home was the first choice for 76% of Americans age 50 and older, according to a 2018 AARP survey.

Read More »
last will and testament

Still Procrastinating about Your Estate Plan?

Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.

Read More »
Join Our eNewsletter