Advance Healthcare Directives
Should I Use a DIY Will?
For some people with complicated personal and financial lives, today’s complexities may not be fully addressed with a do-it-yourself service for wills and trusts.
June 8, 2019
Blog Articles
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Estate Planning
How Do I Lessen the Chance of My Children Fighting at My Death?
My mom wants to leave her house to me, since I’m the only girl. My brothers may try and contest this in probate court. What can my mom do to be sure I receive ownership of the house upon her death?
June 7, 2019
Elder Law
What Can I Expect for Healthcare Costs in Retirement?
The nation’s health expenditure growth is anticipated to average 5.5 percent annually from 2017 through 2026, compared with 4.6 percent through 2028 for Medicare’s per-capita spending.
June 6, 2019
Asset Protection
Worried about a Spouse Needing Nursing Home Care?
Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and live in the same home they bought when they first got married.
June 5, 2019
Advance Healthcare Directives
You Need a Power of Attorney but Which One?
A will may not be sufficient to handle all situations, so other documents are added to your estate plan. Everyone needs a power of attorney.
June 4, 2019
Estate Planning
Does Estate Planning Include Your Account Passwords?
Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.
May 31, 2019
Estate Planning
Property Transfers and Gift Taxes: Estate Planning Basics
Now that you rented your old house to your daughter, that home may be considered a rental home on your federal income tax. You get to treat that as an investment property and can take some of the tax advantages available to investors, including taking depreciation on the home, deducting expenses for the upkeep, as well as deducting real estate taxes and other expenses.
May 30, 2019
Asset Protection
Estate Planning Documents and Medi-Cal (Medicaid) Planning
People frequently hear that they should visit their attorney to have their wills and other important legal documents prepared, but many people procrastinate. Therefore, if you’re in that group, do not feel like you’re alone.
May 29, 2019
Advance Healthcare Directives
Why Do Singles Need These Two Estate Planning Tools?
As it turns out, though, living wills and durable power of attorney for healthcare are two things that single people might especially want to give some thought to.
May 28, 2019
Estate Planning
What Will the SECURE Act Do?
The retirement income crisis has spurred Congress into action. Both the House and Senate introduced bills earlier this month, which would provide U.S. workers with expanded opportunities to participate in employer-provided retirement plans.
May 27, 2019