When Should You Update Your Estate Plan?

October 27, 2021 | Elder Law | Estate Planning

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.

Is a Rollover IRA a Good Idea?

October 26, 2021 | Elder Law | Estate Planning

With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.

Should I Delay Filing for Social Security?

October 25, 2021 | Estate Planning

In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.

How are Alzheimer’s and Dementia Different?

October 22, 2021 | Elder Law | Estate Planning | News

A better understanding of dementia will help you (or a loved one) get the right diagnosis and treatment.

Estate Planning for Special Needs Children Using Special Needs Trusts

October 21, 2021 | Elder Law | Estate Planning | Trust Administration

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.

How Can I Conduct a Family Meeting about Family Wealth Planning?

October 20, 2021 | Elder Law | Estate Planning

When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.

What is the Difference between Conservatorship and Guardianship?

October 19, 2021 | Elder Law | Estate Planning

The term ‘conservatorship’ was suddenly all over the news this year because of singer Britney Spears. However, whether you've been reading up on the topic because of current events or you've been trying to understand it for personal reasons, the legal jargon can be confusing.

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When Should You Update Your Estate Plan?

Is a Rollover IRA a Good Idea?

Should I Delay Filing for Social Security?

How are Alzheimer’s and Dementia Different?

Estate Planning for Special Needs Children Using Special Needs Trusts

How Can I Conduct a Family Meeting about Family Wealth Planning?

What is the Difference between Conservatorship and Guardianship?

What Items Should Not Be Stored in a Safety Deposit Box?

Where Do You Score on Estate Planning Checklist?

Gift-Tax Exemptions are Treated Differently by IRS and Medicaid

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