In a will, the personal representative (executor) is responsible for entering a public record of the death date of the testator, usually in the local newspaper. In part, this information serves as notice to creditors if the decedent has an…
A thorough assessment of your life and health care planning is more important than ever before. Americans continue responding to the ever-present threat of COVID-19 in its many iterations, and we are identifying that which is most important in our…
Estate planning practices are evolving in light of changing family structures. As recently as thirty years ago, a traditional family comprised a husband and wife who married young, purchased a home, had children, and worked toward financial stability and security.…
Increasingly, America’s aging population is made up of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age, accounting for 18 percent of the US population. This demographic is driving significant and lasting challenges as 10,000…
If your loved ones inherit assets, they should not have to discover they are not available for cash expenditures they will be responsible for after you pass away. Most retirees’ assets are in homeownership and retirement accounts, requiring a sale…
Veterans can access numerous basic health care and education benefits through Tricare and the GI Bill. Even with these programs that help veterans and their families, other little-known services can improve their lives and ease the financial burden of medical…
It is widely known that after the death of a loved one, probate is a process that occurs in probate court. Unfortunately, fewer people know that it can be a long and complicated process. It can sometimes take months, or…
Creating an estate plan for special needs children is a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning…
People who care for both their children and aging parents simultaneously are referred to as part of the sandwich generation. Although generation is part of the phrase, it does not refer to people born at a specific time. Typically, these…
Americans are growing older, and they tend to stay in their homes and communities as they age. As a result, many homeowners are taking steps to modify their homes so they will be able to safely and comfortably remain in…
