Far too many people harbor misconceptions about various aspects of the estate planning process. Unfortunately, in many cases, they wind up making uninformed decisions that yield negative consequences. In an effort to spread awareness, we will debunk some of these myths here. You can plan your own estate using tools that you get off the … [Read More]
Shrunken Asset Values Open Estate Planning Opportunities
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only has COVID-19 been challenging healthcare systems, but the social distancing required to combat the virus has also rocked financial markets. However, there may be an opportunity for those wishing to do certain types of Estate Planning. Read on to learn more. [Read More]
A Conversation With an Elder Law Attorney
Elder law attorneys focus on legal matters that are of particular interest to senior citizens. Their services are in great demand at the present time because of an unusual demographic phenomenon that is unfolding. The baby boomer generation is reaching retirement age, and this is transforming the makeup of the population here in the United … [Read More]
When to Update Your Living Will
Incapacity planning is an important part of any comprehensive estate plan. Advance directives are frequently used as part of an incapacity plan. If you executed a Living Will as part of your FREE estate planning worksheet. If you have additional questions or concerns about updating your Living Will, [Read More]
Planning for the Sandwich Generation
The Sandwich Generation is torn between caretaking responsibilities for their minor children and their elderly parents. But first, they need to make sure they take care of themselves. Read on to learn more. [Read More]
Whom Do You Want to Get Your Assets?
Most of us have an idea whom we’d choose to receive our assets at our death. But often we don’t contemplate what should happen if the people whom we’ve selected die before us. Read on to learn more about contingent beneficiaries. [Read More]
Joint Tenancy Pros and Cons
Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read on to learn more. [Read More]
Best Places to Retire: State Taxation
You owe federal income tax wherever you live. But your overall tax burden can vary dramatically depending on where you live. Read on to learn more. [Read More]
Choosing Your Fiduciaries
During the creation of your estate plan, you will be required to make numerous decisions. Some of those decisions will seem relatively unimportant; however, others will have a direct impact on the success – or failure – of your overall estate plan. Among the more important decisions you will make are those that involve choosing … [Read More]
Preparing for Coronavirus
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn what steps you can take to prepare yourself and help prevent its spread. [Read More]
( By appointment only )