Gold Leaf Estate Planning
Blog Articles and Resources

In 2022, the 59-year-old was placed under temporary financial guardianship after her bank, Wells Fargo, claimed in a New York court that she was an ‘incapacitated person’ and the ‘victim of undue influence and financial exploitation,’ according to The Hollywood Reporter.

Estate planning isn’t just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.

Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.

Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.

Learn how QTIP trusts can benefit your estate plan by providing for your surviving spouse and other beneficiaries. Understand how they work to maximize tax saving benefits.

Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.

Estate Planning Unveiled: Navigating Trusts, Wills, Probate & Guardianship Did you know that if you don’t have your own estate plan, the state has one

Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you’re preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.

Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.