Blog

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 […]
June 23, 2020
Do Your Research Before Selecting a Nursing Home for Your Loved One
Deciding on where to place a loved one in a nursing home is an emotionally difficult and financially challenging decision. Being aware of different research around […]
June 16, 2020
These Are the Situations That Should Absolutely Prompt You to Update Your Will
You’ve created your will, stored it in a fireproof box, and made sure that your estate planning attorney and other relevant stakeholders had access to it. […]
June 9, 2020
Do You Have the Right Pillars in Your Retirement Plan?
Knowing whether or not your retirement plan is solid enough feels highly subjective but it’s important to consider what your own retirement might look like and […]
June 3, 2020
Studies Show that There Is a Knowledge Gap in Estate Planning
You’ve probably heard about estate planning or maybe even had some connection to it as the probate of a loved one was open. But plenty of […]
May 26, 2020
What Is a Trust and How Can It Be Used as a Component of Your Estate Plan?
If you have the essentials of an estate plan, such as a will and a power of attorney document, this might not go far enough to […]
May 7, 2020
What Does It Mean to Have A Trust Established?
A trust is an estate planning device that many families use to protect their assets, prepare for incapacity, and protect their loved ones. Establishing a trust […]