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 less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.

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 special needs.

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 decisions on another individual’s behalf.

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 any access to her money or through a divorce via equitable distribution.