Preventing Probate Litigation
The complexities of probate litigation can range from guardianships and conservatorships to will and trust contests, to real estate disputes, to using true intentions to make gifts. By planning for the future, one can greatly reduce or eliminate probate litigation risk. The creation of comprehensive estate plans that are routinely
How To Create an Online Estate Plan
Physical separation is essential to stop this virus, as you probably already know. Find out how we can help you complete your estate plan without having to leave the comfort of your home. Traditionally, significant legal documents had to be signed in person in most states. As a result, we have
What Is the State of Your Financial Information?
Organizing and preparing your financial information for the day when you are no longer able to do so will bring peace of mind to you today and relieve the burden on your loved ones in the future. A responsibly managed financial situation and a preserved legacy will ensure your financial
The Best Way to Deal with Unwanted Timeshare Interest
During the time with Mom and Dad's purchase of a holiday timeshare, the resort agent recommended that they save the deed and leave it to their children so that when the parents passed, their children would be able to enjoy the property. When it was first proposed, it seemed like
7 Dangerous Reasons for Delaying Estate Planning
Neither my family nor I own much. Can't we delay planning until we're financially secure? No, you shouldn't. It is vital that you designate someone as your legal guardian in the event of your death. There is nothing worse than having your children become wards of the court or being
Estate Planning Changes and the Build Back Better Act
As the House Ways and Means Committee approves the bill's tax provisions, President Biden's Build Back Better Act (BBBA) has taken a significant first step towards passage. With the draft proposal as it stands, high net worth individuals may not be able to use estate planning strategies to shelter assets
A Blended Family’s Estate Plan
An inheritance in a blended family can cause hurt feelings and inequitable distributions, as well as result in lengthy, costly litigation. While you cannot legislate from the grave, you can carefully plan your estate so as to minimize any conflict between biological and stepchildren. Making sure your assets will pass
The Future of Long-Term Care In 2022
Taking a look at your life and health care planning at the start of each new year is more critical than ever. As Americans continue to respond to COVID-19's many iterations, we identify what is most important in our lives to preserve our health and financial future. For many, the mere
RESOLVED: Get Your Estate Plan in Order
The first new year's resolution you need to keep is to visit your friendly elder-law attorney, who can guide you through the estate planning process. Sadly, the pandemic is not over yet. It's important to prepare your papers in advance in case you become ill and cannot speak for yourself.
Surviving Spouses’ Estate Planning
It's hard to consider more than just your grief after losing a spouse or long-term partner. There are, however, several important and timely decisions you need to make regarding your finances and personal estate planning. As marriages, divorces, and children and grandchildren are born, changing circumstances impact estate planning. Making