If you’ve come to terms with the fact that you need an estate plan and that you should hire an attorney to help you craft one, this is the first stage towards protecting your future and passing on your assets in a responsible and clear manner. Once you’ve made the decision, it’s tempting to hire […]

No one expects to pass away suddenly, and most people don’t expect to pass away at the same time as their spouse. However, this can happen, and it can create estate planning confusion and frustration. Estate plans tend not to take the possibility of two people who have left everything to one another passing away […]

There are certain situations in life in which you may want someone else to make decisions on your behalf. Without a legal document, your intentions for who should play this role may be impossible to achieve. Thankfully, however, there are documents you can draft with the help of your estate planning lawyer so that this […]

Most people approaching retirement age admit they have struggled with thinking ahead not just about life beyond their working years but also about how to make the money they’ve saved last during that time and to plan appropriately for it after they pass away. While a lot of information out there talks specifically about saving […]

Delving into the process of estate planning might feel overwhelming if you’re not sure what the various terms mean. Read on to get a glossary briefing about some of the most common terms you might hear during this process.  Guardian: A person who is appointed to care for another individual. Can be for disabled persons, […]

An estate plan usually begins with a will or a living trust. While a basic will is important for providing your instructions, it does not avoid probate. Any assets that are titled in your name or directed from your will have to go through the probate process before they can be distributed to your beneficiaries. […]

While your estate plan should certainly include careful strategies about how you want to pass on your assets after you pass away, it might also be worthwhile to use the annual gift tax allowance to transfer some of your property while you’re still alive. This can help a loved one who needs assistance now and […]

As longevity has been increasing and advances in medical technology may only continue that trend, it presents an estate planning challenge for anyone, but particularly wealthy families. The major reason for this is that it can be challenging to determine when and how to pass on assets to beneficiaries so that those individuals can begin […]

One of the biggest concerns for the retiring population and individuals approaching older ages has to do with being able to age in place. More than ever, people are interested in living out their retirement years and beyond in their own home and comfortable surroundings rather than in a nursing home, assisted living facility, or […]

There are many different documents that you may wish to have in your arsenal when it comes to preparing for your future. One of these, for example, is referred to as a healthcare power of attorney which allows a trusted individual to make decisions on your behalf about your medical treatment if you become unable […]