» Estate Planning

Making an estate plan involves a number of extremely important decisions. You have to decide who will inherit your estate. Then, you need to determine how to divide your estate among your chosen beneficiaries. But what happens if your circumstances c… Read More

Estate planning for inherited IRAs and 401(k) became more complicated with passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 — commonly known as the SECURE Act. The new law includes a requirement applicable to many in… Read More

Late life remarriages can — and often do — interfere with the inheritance expectations of adult children and grandchildren. In some cases, the cause is the wish of the remarried spouse to take care of a new (and often much younger) spouse. A real… Read More

Individuals who spent their lives building security for their family want to make sure that their children and grandchildren receive the benefits of their life-long labors. For many people, keeping the family legacy in the natural bloodline is one of… Read More

People sometimes mistakenly believe that making a Will online or using a form sounds like a good money-saving idea. The truth is that creating a Will or estate plan using a Do-It-Yourself (DIY) service or a form involves substantial risks. If you mak… Read More

Careful, thorough estate planning protects your assets in the event of unforeseeable events that could destroy your financial security, such as unanticipated liability. To illustrate how quickly liability can arise and how asset protection trusts can… Read More

Many aging adults require a stay in a nursing home at some point in their later years. Coping with the high cost of even a short stay creates emotional and financial strain for both the elder and their family. Anticipating these needs in advance can… Read More

The best time for anyone to create an estate plan is when they are healthy — and that is especially true for older adults. Here are three reasons why an estate plan for your aging parent is essential. Reason #1: Who Will Manage Your Parent’s Fina… Read More