Estate Planning
When Do We Need an Elder Law Attorney?
Consult an elder care lawyer preemptively, to avoid making a panicked phone call in the moment.
October 16, 2020
Blog Articles
Estate Planning
What Do I Need to Do When my Spouse Dies?
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
September 30, 2020
Estate Planning
What are Power of Attorney Options?
As part of your estate planning, don’t forget to consider a power of attorney.
September 25, 2020
Estate Planning
Is It Time for a Pre-‘Check-out’ Checkup?
Second honeymoons are definitely romantic. A third is even more so, unless maybe if each was with a different person. Nothing wrong with that, but it is a game-changer. The will or agreement you wrote 20 years ago, which maybe you have misplaced or forgotten, may not reflect your current thinking — or soulmate.
September 21, 2020
Estate Planning
Balancing Retirement Planning with Special Needs Planning
Having a child with special needs can come with all sorts of unique challenges from a financial and estate planning standpoint. Public benefits, for example, can play a huge role in anticipating how much money your child will need down the road in your later years, as well as when you’ve passed away.
August 8, 2020
Estate Planning
What Happens If Power of Attorney Documents are Rejected?
The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.
August 7, 2020
Estate Planning
Coronavirus Makes Estate and Tax Planning an Urgent Task
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
August 5, 2020
Beneficiary Designation
What Should I Know about Beneficiaries?
Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
August 3, 2020
Durable Power of Attorney
What Is a Power of Attorney?
One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.
June 29, 2020
Advance Healthcare Directives
Do You Have End-of-Life Instructions Ready, Especially in a Pandemic?
Unless you are a spring breaker partying it up, you have probably given your own mortality a once-over or two during these long COVID-19 days.
June 23, 2020
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