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Estate Planning Strategies to Care for Aging Parents

April 24, 2024

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.

Estate Planning

Estate and Investment Planning Balances Short and Long-Term Goals

April 22, 2024

Strategic asset allocation and estate planning strategies hinge on carefully considering future financial needs. Today's volatile markets spotlight financial questions of how much and when you'll need to fund retirement to senior living and the time in between while preserving wealth for beneficiaries.

Estate Planning

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

April 19, 2024

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.

Estate Planning

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

April 17, 2024

Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.

Estate Planning

Can Estate Planning Address ‘Third Generation Curse?’

April 15, 2024

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.

Estate Planning

The Hidden Pitfalls of Co-Owning a Vacation Home

April 12, 2024

Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.

Estate Planning

Digital Life Lives on After You’re Gone, Unless You Plan Ahead

April 10, 2024

We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.

Estate Planning

How Does a Revocable Trust Work?

April 8, 2024

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.