Estate Planning
When Do We Need an Elder Law Attorney?
Consult an elder care lawyer preemptively, to avoid making a panicked phone call in the moment.
October 16, 2020
Blog Articles
Estate Planning
Avoid Estate Planning Mistakes
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
October 15, 2020
Estate Planning
Consider Funding a Trust with Life Insurance
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
October 14, 2020
Estate Planning
Do I Have to Pay Taxes during Retirement?
Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income taxes.
October 13, 2020
Estate Planning
Make Your Nest Egg Last When Retiring Early
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
October 12, 2020
Estate Planning
Locking in a Deceased Spouse’s Unused Federal Estate Tax Exemption
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
October 2, 2020
Estate Planning
Do I Have to Accept an Inheritance?
No one has to accept inherited assets. Inherited assets can be disclaimed.
October 1, 2020
Estate Planning
What Do I Need to Do When my Spouse Dies?
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
September 30, 2020
Estate Planning
What Do I Look for in a Trustee?
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
September 29, 2020
Estate Planning
What are Power of Attorney Options?
As part of your estate planning, don’t forget to consider a power of attorney.
September 25, 2020
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