Is Having a Trust Right for Me?
We hear this question all the time. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you…
How to Best Protect your Child’s Inheritance
It is essential for your estate plan to include protective measures over your child’s future inheritance. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing probate. This allows specific trust provisions…
Tips for Talking with Aging Parents about their Finances
As your parents age, it is important to have conversations with them about their finances and estate plan. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it…
Online Estate Planning
Since the advent of COVID-19, keeping physical distance between us has been crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your…
Plan for the Unexpected
Many of us have been left unprepared and confused since the advent of COVID-19. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike,…
Talking with Your Kids on Inheritance
It’s not uncommon for parents to feel uncomfortable discussing their wealth with their kids. Talking about how much money or property you have is usually viewed as taboo. Asking someone else about what they have is often considered impolite. But…
The Problem with Larry King’s Estate Plan
Larry King, the legendary talk-show host, married seven women and had five children with several of them. He died at age 87 on January 23, 2021, after contracting Covid and then succumbing to an infection. Immediately after his death, his…
CMS and CDC Ease Nursing Home Visitations
Both the Centers for Disease Control and Prevention (CDC) and the Centers for Medicare and Medicaid (CMS) conclude that the dramatic slowdown of COVID-19 infections and deaths along with the US vaccination program permits the easing of visitation guideline restrictions…
Middle and Low Income Seniors are Experiencing Affordable Housing Shortage
Currently, there is an increasing demand for affordable senior housing. This issue is only starting to be addressed by businesses that build for this market. If you have a lot of money, you typically have a lot of options. At…
Equal is not Always The Most Equitable
The clearest choice is to divide everything into equal shares when it comes to deciding how to leave property to your children. That is the straightforward choice when all your children are doing equally well. But if not – if,…