Every May, the Administration for Community Living[1] leads the celebration of Older Americans Month, honoring seniors for the vital and positive role they play in our communities. This year’s theme is Planning Ahead to Age My Way. Just as every person…
The pain of losing a loved one multiplies when arguments arise about who inherits what, among conflict-prone families. This can be especially true for those who had good relationships prior to the deceased family member’s death. Whether you already know…
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity…
After the turmoil of a divorce, the last thing you probably want to do is meet with another attorney, but this major life change will almost certainly mean you need to make plans to your existing estate plan. Here are…
Most people assume that after they die their private affairs will remain private. However, if a probate is necessary to administer your estate, the personal details of your life at the time of your death become part of an easily…
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property…
You may have heard of a Revocable Living Trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are…
How to Pass Your Stories and Values to the Future Generations Money may be the most talked-about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the…
It is expected that if given the opportunity Democratic leadership would take action to return federal estate taxes to their historic norms. High net worth taxpayers may need to act now before Congress passes legislation that could adversely impact their…
If you’ve just learned that you need to undergo major surgery, you have a lot on your mind. You may be feeling sick and you’re probably scared. You may also be anxious about navigating health insurance and anticipated medical bills,…