Alzheimer's Disease
Use Estate Planning to Prepare for Cognitive Decline
Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
May 29, 2023
Asset Protection
Protecting Assets with a Trust vs. Limited Liability Company
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.
May 26, 2023
Advanced Directives
How Does My Annuity Beneficiary Work?
Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.
May 25, 2023
Estate Planning
What are Pros and Cons of a Marital Trust?
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.
May 24, 2023
Asset Protection
Protect Your Elderly Parents from Scammers
Scam artists often target older adults, partly because they have amassed greater wealth.
May 23, 2023
Estate Planning
What Is the Purpose of an Executor?
Being named as an executor in a loved one’s Last Will and Testament is a big responsibility. It is important to understand what you are agreeing to before you step into the role as executor.
May 22, 2023
Asset Protection
Revocable Trusts Must Be Funded to Make Estate Plan Work
The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.
May 19, 2023
Advanced Directives
What Is the Impact of Divorce on Estate Planning?
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
May 18, 2023
Elder Law
Older Singles Can Plan to Protect Themselves
Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
May 17, 2023
Estate Planning
How a Special Needs Trust Protects Loved Ones
While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.
May 16, 2023