Recent Blog Posts
4 Key Things to Know About Estate Planning for Seniors
When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71, according to survey data — lack any type of estate plan. Although estate planning for seniors can seem daunting, and even… Read More »
Preparing for Deployment? Here’s What You Need to Do
You just received your orders, and you will be deployed shortly. No matter the time frame, there is still time to make sure your affairs are in order. Here are 4 things you need to do to safeguard your family’s future while preparing for deployment. 4 Things You Need to Do When Preparing for… Read More »
Can I make a video will?
In the golden age of the smartphone, you’re never far from a camera. This has made the sharing of videos and photos easier than ever before. Easy access to a quality camera has led many people to wonder: can I make a video will? More importantly, folks are curious about whether such a “will”… Read More »
Does a Revocable Living Trust Protect Me Against Lawsuits? (Hint: NO!)
Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true. While Trusts commonly provide asset protection for beneficiaries, few trusts protect assets owned by the person who created the trust. No Immediate Asset Protection? … Read More »
My Trust is Signed, No Probate for My Family Right?
Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your priorities and anticipate potential challenges that may arise. Planning your estate has similar benefits. With plans clearly established, your wealth and assets are protected should you pass away or become incapacitated. It’s… Read More »
New Blood Test For Alzheimer’s May Detect the Disease Years Before Onset of Symptoms
Alzheimer’s disease is becoming more prevalent among aging Americans, and there are more aging Americans than ever before. Alzheimer’s disease has three typical biomarkers: plaques of beta-amyloid protein, tangles of tau protein, and loss of connections in the synapses that communicate information between brain cells. Now a simple blood test for Alzheimer’s may be able… Read More »
Gift vs Loan vs Advancement: Why the Classification Matters
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning. Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a gift… Read More »
Estate Planning Considerations for Rental Property Owners
In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives to hotel stays are popular among homeowners and vacationers alike. If you have a home or other rental property that is generating income, you should understand the following asset protection and estate… Read More »
5 Documents You Need to “Get Your Affairs in Order”
Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans do not have a will or trust, and it often requires a chronic disease or terminal illness diagnosis, or other life-changing event to prompt the estate planning process. Talk to your attorney about… Read More »
What Does an Elder Law Attorney Do?
According to the US Census Bureau, more than 51 million Americans are currently aged 65 or older, and the number is steadily increasing while medical and technological advancements are allowing seniors to live longer and better lives than ever before. The expanding needs of the US aging population are contributing to an increase in… Read More »
