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March 31, 2020

Estate Planning in a COVID-19 Environment

Unless you are at least 102 years old, you weren’t even alive for the Spanish Flu Epidemic of 1918, much less remember it.  While we do not recommend jumping on the panic bandwagon of hoarding all available toilet paper, being…

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March 26, 2020

Estate Planning Is Essential for Unmarried Couples

While estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting married. Without an estate plan unmarried couples won’t be able to make end-of-life decisions or inherit from each other.…

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March 2, 2020

Why Certification in Elder Law is so Important

Attorneys certified in elder law offer you something that other attorneys do not:  professional expertise in the unique needs of older, maturing populations.  Certified Elder Law attorneys are not just authorities on legal issues affecting seniors, they are also familiar…

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February 20, 2020

Understanding Revocable Trusts

Revocable trusts are an effective way to avoid probate and provide for asset management in the event of incapacity. In addition, revocable trusts–sometimes called “living” trusts–are incredibly flexible and can achieve many other goals, including tax, long-term care, and asset-protection planning.…

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February 13, 2020

New Law Makes Big Changes to Retirement Plans

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting Every Community…

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January 31, 2020

Do You Have the Right Fiduciary?

A fiduciary is a fancy legal term for the person who will take care of your property for you if you are unable to do it yourself, such as the executor of an estate, the trustee of a trust, or…

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November 4, 2019

Estate Planning When You Have a Stepfamily

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger family unit. Unfortunately, it too often also creates inheritance fights between stepparents and children. A good estate plan is necessary to…

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October 3, 2019

Powers of Attorney Come in Different Flavors

A power of attorney is a very important estate planning tool, but in fact there are several different kinds of powers of attorney that can be used for different purposes. Before executing this crucial document, it is important to understand…

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