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Tips for Your Retirement Planning
Planning for your retirement can be a difficult task. There is no mathematical formula you can follow that will tell you exactly what your needs will be when you retire. However, one of our knowledgeable elder law attorneys can assist you with creating a solid plan while also ensuring you avoid some of the common…
Should You Take Over Your Parents’ Finances?
As your parents enter their golden years and they need help attending to their affairs, it is essential that you approach the topic with them carefully. The most effective way to handle this process is by preplanning, which may include establishing a trust, guardianship, conservatorship, and durable power of attorney. One of our experienced estate…
End of Life Marriages
We’ve all heard the story where a much younger individual marries a much older person and inherits millions when he or she dies. If you have an elderly loved one that got married in his or her final years, you probably have questions regarding the new spouse’s ability to inherit. No two cases are the…
Should I Pre-Pay for my Funeral?
While many people do not like to think about dying, it is also common for them to have specific ideas about how they want their funeral handled. This may include a special song you want sung, a bible verse you want read, or where you want to be buried. As a result, many funeral homes…
What does an Estate Plan Cost?
If you are considering establishing a comprehensive estate plan, you are probably wondering how much it will cost you. Like most things, the answer depends upon your individual circumstances. Your family and your finances are unique, so your estate plan will be designed to fit your specific needs and goals. Before one of our seasoned…
Important Questions to ask Your Estate Planning Attorney
Creating an estate plan is one of the most important things you can do for your loved ones. Thus, it is critical that you work with a seasoned and knowledgeable estate planning attorney. Below are a few questions you should consider asking lawyers you are considering hiring: What percentage of the lawyer’s practice is estate…
How to be Prepared for the Unexpected
We all know that life can change in an instant. Regardless of your age or your financial status, estate planning is critical to protecting your loved ones in the event an unexpected negative event occurs. Below is a checklist to consider in creating a “safety net” for your family: If tragedy should strike, you want…
Could Your Assets go to an “Unintended Beneficiary?”
When you create an estate plan, it is important to pick your beneficiaries carefully. However, it is also important to understand that if one of your beneficiaries dies shortly after you, the assets you leave to that person will pass to his or her beneficiaries. For example, if you leave your estate to your second…
Are you in the “Sandwich Generation?”
You may have heard the term “Sandwich Generation” being used to reference individuals who have become a caretaker not only for their children but also for their own parents or their in-laws. Being in this position can be extremely difficult and leave you exhausted and stressed. Additionally, it can take a major toll on your…
How Con Artists Use Social Media to Scam the Elderly
Due to their dependence on others, the elderly are often the victims of financial scams. It is becoming increasingly common for seniors to have an active online life. Whether they are using the internet to monitor their stock purchases or to view pictures of their grandchildren, technology allows them a way to connect with others….