June 3, 2022 •
Estate Planning 
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Read MoreJune 2, 2022 •
Estate Planning 
It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
Read MoreJune 1, 2022 •
Estate Planning 
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
Read MoreMay 31, 2022 •
Estate Planning 
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreMay 30, 2022 •
Estate Planning 
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
Read MoreMay 27, 2022 •
Estate Planning 
Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
Read MoreMay 26, 2022 •
Estate Planning 
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Read MoreMay 25, 2022 •
Estate Planning 
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
Read MoreMay 24, 2022 •
Estate Planning 
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
Read MoreMay 23, 2022 •
Estate Planning 
A power of attorney is an estate planning legal document signed by a person, referred to as the “principal,” who grants all or part of their decision-making power to another person, who is known as the “agent.” Power of attorney laws vary by state, making it crucial to work with an estate planning attorney who is experienced in the law of the principal’s state of residence.
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