Estate Planning

September 15, 2020

Living Will or a Durable Health Care Power of Attorney: What Do I Need?

Most people recognize that their estate plan at a minimum must include a last will and testament but there are a few other documents that you […]
September 8, 2020

Women Breadwinners Can’t Afford to Neglect Financial Planning

The past several decades have seen significant areas of improvement for women and financial planning. First of all, women are increasingly choosing not to get married […]
September 1, 2020

Does a Trust Help with Property Distribution?

Whether you’ve had the unfortunate experience of being a beneficiary or a family member to a loved one who didn’t have estate planning or you simply […]
August 11, 2020

End of Life Issues to Remember As You Create Your Estate Plan

Your estate plan and your elder law plan should think about all of the different issues that might affect you as you approach your older years. […]
August 6, 2020

A Gifting Guide for 2020 With Tax Implications

Gifting assets can have big benefits in terms of income taxes and estate taxes for both the person receiving the gifts as well as the person […]
July 22, 2020

What to Keep in Mind When Planning for Retirement as a Married Couple

There’s a good chance you’ve already had some conversations with your spouse about retirement to get on the same page about what it looks like for […]
July 14, 2020

Tips for Preparing Your Loved Ones for An Inheritance

Are you planning on leaving behind assets for your beneficiaries to get the support of the work you’ve accomplished over the course of your life? Receiving […]
July 8, 2020

Have You Planned for Lifetime Incapacity?

Estate planning often begins with you asking questions about what happens if you are no longer around. However, this is not a comprehensive estate plan. In […]
June 30, 2020

What Is the Job of An Agent with a Durable Power of Attorney?

A durable power of attorney is an important document that is likely included in your overall estate plan. It is impossible to know what kind of […]