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Estate Planning Blog

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Seniors Cannot Be Careful Enough About Internet Scammers

Posted on: August 23, 2024
Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.
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Using a Caregiver Contract or Personal Care Agreement

Posted on: August 16, 2024
Creating a caregiver contract provides clarity, ensures fair compensation and helps with Medicaid planning, making it a vital step for families caring for elderly parents.
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Back to School Planning to Protect Your Kids

Posted on: August 16, 2024
Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Top Estate Planning Mistakes Can Easily Be Avoided

Posted on: August 10, 2024
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
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Preventing Financial Elder Abuse from Family Caregivers

Posted on: August 9, 2024
Preventing elder financial abuse is vital to the well-being of elderly loved ones. Learn how estate planning can safeguard against elder abuse.
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Your College Student Needs Powers of Attorney for Finance and Healthcare

Posted on: August 2, 2024
For some students, next semester means starting college, which may include leaving home for the first time.
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estate planning

Can You Use Artificial Intelligence (AI) to Create a DIY Estate Plan?

Posted on: August 2, 2024
Generative artificial intelligence (AI) is changing the world. However, many overestimate its capabilities. Using AI to create a DIY estate plan might save time now, although time will expose its shortcomings.
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Can Estate Planning Reduce Inheritance Taxes?

Posted on: July 26, 2024
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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estate planning

Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

Posted on: July 26, 2024
Politicians often don’t write the law with unmarried couples in mind. Cohabitating couples need a will and cohabitation agreement to protect each other if the worst happens.
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