The Wealth Advisor

Emergency Preparedness When Your Parent Is in a Nursing Home

The decision to place a parent in a nursing home or assisted living facility is rarely simple. It can feel even more fraught in hindsight when something goes wrong. Careful research and frequent check-ins can help keep a parent safe and secure in their new residence, as can preparing for a disaster that could trigger […]

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How to Protect Your Legal Documents in a Natural Disaster

Legal documents can feel abstract when nobody immediately needs them or you have never used them, in much the same way that the risk of a wildfire, hurricane, or other emergency can feel remote until you experience one firsthand. Suddenly, the stakes are real, a plan is put to the test, and documents such as […]

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Be Ready for the Unexpected: A Big-Picture Checklist

National Preparedness Month is observed every September to encourage individuals, families, and communities to plan for disasters and emergencies. Sponsored by the Federal Emergency Management Agency (FEMA), this annual campaign emphasizes actionable steps such as understanding local risks, making a family emergency plan, building an emergency supply kit, and getting involved in community preparedness efforts. […]

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Locked Out: Why Travel Can Expose the Weakest Part of Your Estate Plan

An irony of modern estate planning is that the more secure we make our digital lives, the more vulnerable we are to a planning lockdown when a crisis hits. This digital paradox is not unique to estate planning. We have all experienced technology that is supposed to make life easier but occasionally causes frustration.  Security […]

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Crossing Borders: When Your Estate Plan Does Not Travel with You

If you travel internationally, you may move fluidly among languages, cultures, and customs. However, you may not realize that your estate plan will not automatically follow you across foreign borders. Plans written around US laws may not be recognized or function as intended in other countries.  An international lifestyle should be paired with an estate […]

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