TALKING TO YOUR PARENTS ABOUT ESTATE PLANNING
For most of us, estate planning is one of the most challenging topics to discuss with our parents. Even broaching the subject can seem...
Knowledge is power. Check out the blog posts below that were specially curated for you:
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- Jun 9
- 3 min
QUESTIONS TO ASK YOUR ELDER LAW ATTORNEY
Contemplating financial matters and making long-term life decisions via estate planning can be a difficult and emotional journey....
- Apr 26
- 4 min
JOINT OWNERSHIP / BENEFICIARY DESIGNATIONS - BUT, WHAT IF?
Part 2 in our continuing series on the viral social media post by Jennifer Tomac One of the tips the viral social media post shares is to...
- Apr 25
- 2 min
ESTATE PLANNING SOCIAL MEDIA POSTS - FACT OR FICTION?
This post has gone viral on social media over the last few weeks. We love that it has started a real conversation about the fact that we al
- Apr 12
- 2 min
2 COMMON MISCONCEPTIONS ABOUT PROBATE
We often hear about a celebrity's estate wrapped up in a lengthy process, or about a recently deceased friend's family going through a...
- Mar 31
- 1 min
YES, EVEN MILLENNIALS SHOULD HAVE AN ESTATE PLAN
Many people believe that estate planning is only for elders. The truth is that younger folks, including millennials, can benefit from...
- Mar 30
- 2 min
MOVING OUT OF STATE? YOU MAY NEED TO REVISE YOUR ESTATE PLAN
Approximately 3 million Americans move to another state each year, while last year alone the number was 4.7 million. Given the stress and...
- Mar 22
- 2 min
WHAT IS THE DIFFERENCE BETWEEN A WILL, A LIVING WILL, AND A POUR-OVER WILL?
These three legal documents have similar names but they are quite different in terms of the estate planning goals they help you...
- Mar 10
- 2 min
WHAT'S NOT TO LIKE ABOUT AN "I LOVE YOU" WILL? PLENTY.
An I Love You Will is a last will and testament in which the testator—the person who makes the will—leaves everything to his or her...
- Mar 2
- 2 min
ESTATE PLANNING FOR COUPLES MARRYING LATER IN LIFE
Advancements in the medical field have allowed us to live longer. Sometimes this leads to widowed spouses finding love and marriage for a...
- Feb 17
- 2 min
HIGH PROFILE CELEBRITY DEATHS REVEAL THE IMPORTANCE OF PROPER PLANNING
When a high-profile celebrity unexpectedly dies, the public is usually interested in the value of their estate (their money and stuff), and
- Feb 16
- 2 min
WHAT IS A POUR-OVER WILL AND HOW IS IT USED?
A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which...
- Feb 15
- 2 min
WHAT IS THE MEDICAID LOOK-BACK PERIOD?
Medicaid can pay for the nursing home care of individuals who meet certain income and asset requirements. However, if the applicant’s...
- Aug 12, 2021
- 2 min
SHOULD ALL OF YOUR CHILDREN RECEIVE EQUAL INHERITANCES?
If you have more than one child, you’ve probably wondered if you should leave each of your children the same amount in your will or...
- Jul 22, 2021
- 3 min
DO YOU NEED A TRUST?
One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you...
- Jun 16, 2021
- 2 min
MAKE SURE YOUR REVOCABLE LIVING TRUST IS PROPERLY FUNDED
You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to...