Estate Planning

Estate planning is a critical part of the retirement planning process. As we kick off the new year, this is a perfect time to ensure

In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far

It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has

A common misconception is that you do not have to probate a will when your spouse dies.

Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.

A power of attorney (POA) is a powerful thing. A financial power of attorney document allows an appointed person to make financial, legal and property

Consult an elder care lawyer preemptively, to avoid making a panicked phone call in the moment.

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.

My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don't want my son-in-law to have