What happens if you believe someone (say a sibling) used undue influence on an aging parent to get them to amend their trust? Let’s say the trust originally split everything evenly between you and your sibling, but now your parent is experiencing dementia and your sibling has hired an attorney and coerced your parent to […]
Maybe it’s time to get serious about a major “redesign of life.” Thirty years were added to average life expectancy in the 20th century, and rather than imagine the scores of ways we could use these years to improve our quality of life, many just have a longer ‘elderly’ life. As a result, many are […]
No matter what your age or how much money you have, consider getting these items into place: A financial power of attorney, naming the person who will make money decisions for you if you can’t A health-care power of attorney, naming the person who will make health-care decisions for you if you can’t A living […]
Estate planning rarely gets the attention it should get. Are you saving for your children’s education, purchasing a second home, or thinking about when and how to retire? These are all topics that people talk about with their friends and their financial advisers but deciding what happens to your remaining assets when you die is […]
The Top 10 Reasons Why You Should Consider a Trust - Keep in mind there are many different types of Trusts, one size does not fit all, and if this is something you’re considering, it’s best to schedule a consultation to find out what is best for you and your situation.
We understand that using a DIY website to draft a will can save money and time, and in a pinch it’s better than nothing, but often they can lead to expensive and unpleasant estate planning mistakes and disastrous results!!
Facing mortality and the difficult conversations that come with it are obstacles we deal with every day as we help our clients build their life plan. However, in this case, coronavirus presents a more imminent threat—one that can’t be swept under the rug.
Regardless of when you were born, there are world-wide events that you know influenced you in some way. It may have been because you were a child watching your parents go through it, regardless, you remember it.
The coronavirus pandemic has directed our attention to a variety of issues such as hand washing and social distancing, but with many elderly individuals not leaving their residences it is important that we are making sure they receive the care they need.
Can You Challenge A Trust Based on Undue Influence?
Longer Lives Provide Us with an Opportunity to Redesign the Way We Live
Estate Planning Advice for Women
Tax Planning for 2020
Estate Planning: What You Need to Know
Do You Need A Trust?
The Problems with Do-It-Yourself Online Wills
Estate Planning During the Coronavirus Pandemic
These Are Very Strange Times
Considerations for the Elderly During the Coronavirus (COVID-19) Pandemic