The draw of in-home care, for elderly people who need assistance, is fairly clear: Staying in the house gives them comfort and stability that they just do not get if they move into an assisted living center. People often have no desire to leave the house, especially if they have spent decades living there.
Transfer-on-death designation and survivorship affidavits
When someone passes away, the way that their assets move on to their heirs and beneficiaries is very important. It is crucial to plan for this in advance, something that people often put off because they feel like they have plenty of time.
A trust gives you more privacy than a will
I recently worked with a client who was very concerned about the lack of privacy with a will. After all, these documents are public record. After you pass away, anyone can technically look at a copy of that will.
