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Estate Planning Blog

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What is Expected from Social Security?

Posted on: June 5, 2024
Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
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Curran estate and elder law law office

Do Home Healthcare Shortages Have an Impact on Senior Planning Strategies?

Posted on: June 5, 2024
Home healthcare shortages challenge senior planning. Learn how to overcome limited care options through strategic estate planning and local resources.
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Why Unmarried Couples Need the Protection of an Estate Plan

Posted on: May 29, 2024
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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gifting assets

Why are Older Americans Choosing to Age in Place?

Posted on: May 29, 2024
Discover the impact of aging in place on estate planning and elder law strategies, highlighting the need for proactive legal guidance as older Americans choose to remain in their homes.
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Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

Posted on: May 24, 2024
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.
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aid and attendance

How to Plan for Beneficiaries with Disabilities

Posted on: May 24, 2024
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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elder care

Estate Planning and Long-Term Care: How Can Seniors Afford Skilled Nursing in Their Senior Years

Posted on: May 9, 2024
High healthcare costs often do not align with the fixed income of older individuals, raising concerns about affordability and accessibility. We explore the need for long-term care, why Medicare and Medicaid are not long-term options, and estate planning to plan for skilled nursing care proactively.
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Why Appointing a Guardian for a Minor Child Goes Beyond the Will

Posted on: May 9, 2024
This article emphasizes the importance of not just appointing, but also connecting a child with their potential guardians, ensuring they're cared for by trusted family or friends.
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Safeguarding Against Financial Exploitation: Estate Planning for Cognitive Decline

Posted on: May 2, 2024
As family members and caregivers notice signs of cognitive decline in loved ones, it is essential to take proactive steps to safeguard assets.  Seeking guidance from an elder law attorney to navigate complex planning issues as well as guard against financial exploitation reduces vulnerability to fraud.
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