Elder law issues can be complex. One wrong word or move can mean the difference between a good...
Archive - February 2020
A 2020 Checklist for an Estate Plan
For many people, what comes to mind when they think about estate planning, is how much money they...
Do I Need Long-Term Care and Why?
Long-term care, often called custodial care, is a range of services and support to meet health or...
Include Fido or Fluffy in Estate Planning
The best way to take precautions and ensure your pet will be well cared for, is by doing some...
Some Estate Planning Actions for 2020
This time of the year is a great time to revisit your estate plan, so you can ensure your legacy is...
Inheriting a House? What You Need to Know
Depending on whether you are the only beneficiary, or you are buying out other beneficiaries, you...
What Does a Successor Trustee Do?
I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and...
Estate Planning Documents for a Natural Ending
You know that you can always refuse life-sustaining medical treatment. The tricky part comes when...
Not a Billionaire? Trusts Can Still Be Beneficial
Even if your asset base doesn’t measure up to the Bill Gates standard, you may consider using...
What’s Your Retirement Distribution Plan?
Failing to withdraw a required minimum distribution (RMD) from your own or an inherited IRA by the...