When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like a coffee mug,…

The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important part of a…

A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children – but they could…

Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or not you require…

On average, two-thirds of Americans 65 or older would prefer to age in place, while the other one-third would want to live somewhere else. The…

Hospice care is meant to provide comfort by reducing suffering and focusing on the quality of life for the patient and the family. And yet…

Dementia sufferers can often be found wandering. This is often caused by the decline in cognitive functioning and symptoms such as restlessness and confusion that…

This week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s blog post is geared toward helping you become aware of…

Parents need to instill family values at an early age to ensure the adoption of these family values. Undoubtedly the best time to teach and…

Imagine this scenario, an unwed middle-aged lady, Sandy, being the sole caretaker for her 85-year-old mother. Sandy still worked full time and would help her…

The coronavirus pandemic made us realize that life is precious and uncertain. Too many aging Americans found themselves with a life-threatening COVID-19 illness in 2020…

Protection of your children’s and grandchildren’s inheritance from creditors can be accomplished through estate planning. A simple way to achieve inheritance protection is through a…

When diagnosed with dementia, the future may seem uncertain, and preparing for the future can no longer be avoided. If you or someone you love…

The Federal Long-Term Care Insurance Program (FLTCIP) offers long-term care for federal or US postal employees or any active or retired Uniformed Services members. First,…

Hotel heiress Leona Helmsley left a trust fund for her Maltese dog named “Trouble” to the tune of $12 million dollars in 2007. Unfortunately, pet…

Substance abuse, suffering from mental disability, or living on the streets are just some of the real-life issues people are grappling with today. Many families…

If you are unable to make decisions for yourself, you can give this legal authority to someone else through a Health Care Power of Attorney,…

To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community, estate planning can…

When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trust maker) to choose one person…

Financial difficulties are a reality for many older Americans. One article addressed some of the seniors’ biggest financial challenges and what they can do to…

Imagine a pair of aging parents that have been farmers and own their farm. Now, though, they’re getting on in years and they’re considering moving into…

A government study found that Medicare and Social Security are at risk of collapse. Unless action is taken, Social Security will exceed its income by…

The Covid-19 pandemic has brought an important question to the forefront; how far would you want extreme life-prolonging measures to be tried? For us who…

When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way,…

In these times, it is important to keep a physical distance to stop the spread of the coronavirus. Call or email us to find out…

Much appreciation goes out to all the healthcare workers and their support staff for taking care of the ill and vulnerable. At the same time,…

Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way to do that?”  Naturally, grandparents…

It is critical your “power of attorney” (POA) documents are clear and comprehensive for when the time comes when you are unable to handle your…

With millions of people around the world using the internet, there is an endless number of scams being perpetrated on unsuspecting victims. Seniors and near…

Is it time to rethink your financial retirement portfolio? Kiplinger.com is indicating it is. You may have built up a significant nest egg in a 401(k) plan,…

Bring peace of mind to you today and relieve your loved ones' burden in the future, by organizing your financial documents for when you are…

An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with…