Why Should You Give Your Money Away?

March 31, 2022 | Articles Elder Law Estate Planning

Everyone likes money, right? Giving money to family or friends can also be a smart tax planning move.

How Can You Obtain Power of Attorney?

March 30, 2022 | Elder Law Estate Planning News

For those of us involved as care providers for someone having difficulty handling his/her own affairs, whether it’s a family member or not, requires that we have the legal authority to do what’s in that person’s best interest.

What are Penalties When Contributing to or Withdrawing From Retirement Accounts?

March 28, 2022 | Articles Elder Law Estate Planning News

Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.

What are the Executor's Responsibilities?

March 27, 2022 | Elder Law Estate Planning Probate Trust Administration

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.

Can I Add Children’s Names to my House Deed?

March 25, 2022 | Articles Elder Law Estate Planning Probate

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.

Must I Sell Parent’s Home if They Move to a Nursing Facility?

March 24, 2022 | Articles Elder Law Estate Planning

Reaching the point where you need to consider residential options for your mother can be overwhelming. Not only is it emotionally fraught, there are also financial and legal considerations.

Can Grandchildren Receive Inheritances?

March 23, 2022 | Articles Elder Law Estate Planning News

Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.

What Type of Trust Do You Need?

March 22, 2022 | Elder Law Estate Planning Trust Administration

There are two main kinds of trusts: revocable and irrevocable.

What are the Signs of Elder Abuse?

March 20, 2022 | Elder Law Estate Planning News

In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever — and thus more vulnerable to being financially victimized.

What Does an Estate Plan Include?

March 18, 2022 | Articles Elder Law Estate Planning

A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.

Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Next

Why Should You Give Your Money Away?

How Can You Obtain Power of Attorney?

What are Penalties When Contributing to or Withdrawing From Retirement Accounts?

What are the Executor's Responsibilities?

Can I Add Children’s Names to my House Deed?

Must I Sell Parent’s Home if They Move to a Nursing Facility?

Can Grandchildren Receive Inheritances?

What Type of Trust Do You Need?

What are the Signs of Elder Abuse?

What Does an Estate Plan Include?

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