June 2019

In the last chapter, we talked about protecting beneficiaries from themselves. But maybe you don’t have to worry about such protections. Maybe none of your heirs are young and foolish. Perhaps none are mentally incapacitated. All might be gainfully employed and out of prison. Maybe you can rely on them to handle even a large bequest. You may even have the perfect family. Unfortunately,...

More and more Americans find themselves with long-term responsibility for adults with disabilities or diminished capacity. These might be dependents who had special needs from birth, or they might be elderly relatives suffering from Alzheimer’s or other mentally disabling conditions. Indeed, these days, many estate plans consider the deceased’s parents as well as their children. You must, of...

In our vast experience as estate planning attorneys, we have heard horror stories over the years about those that have tried to create estate plans online or on their own, and their loved ones pay the price. Missing critical documents, misinformation about laws, tax codes, and probate court – these are all issues that can cause upheaval and confusion as your family members struggle to...

Not everyone walks down the path of marriage and parenting in this life, but at the end of the day, whether you are single or married with children, everyone can benefit from the creation of an estate plan. An estate plan isn’t just about deciding who is going to inherit your property or your assets after you pass on. A quality estate plan takes into account who you want to execute your Will...

Over 5.8 million Americans are living with Alzheimer’s, according to the Alzheimer’s Association, and that number is predicted to rise to 14 million by 2050. Worldwide, over 50 million people are living with Alzheimer’s and other dementias. June is Alzheimer’s and Brain Awareness Month, and it’s important not only to know the early signs and symptoms but to get involved if you can. Early...

There’s no question that being a parent is one of the most rewarding jobs there is. There is also no question it’s one of the most expensive. Many may think that providing financially for your children ends when they turn eighteen but for most parents that is just not the case. In fact, a new study by Merrill Lynch and Age Wave reports that parents in the U.S. continue to spend $500 billion...