Category: Estate Planning

You Can Now Complete Your Estate Plan Online

Keeping physical distance from others is one of the key tools in fighting the COVID-19 virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your safe home. Formerly, most states required that important legal documents must be signed in person. During […]

Discussing Finances with Your Aging Parents

It is essential that as your parents’ age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to the security of their financial future. The conversation should come from a calming place of […]

How Millennials Are Planning Financially

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking crisis, which led to what became known as the Great Recession. The millennial generation would have […]

How Seniors Can Leave Well

Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we still can. Most of us want to die at home, in a familiar and peaceful setting surrounded by […]

Seniors Are Targets for Identity Fraud

The largest coordinated sweep of identity fraud involving US seniors has recently been conducted. The US Department of Justice has reported that more than one million elderly people have collectively lost hundreds of millions of dollars because of this targeted financial abuse. The Department has criminally charged 200 out of 250 defendants identified in the […]

Talking to Kids About Inheritance

Many parents are uncomfortable talking to their kids about their wealth.  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 failing to talk to kids about how much they may inherit could leave them unprepared to handle even […]

How to Build an Estate Plan with a Blended Family

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the needs of each spouse are met, as well as the needs of each parents’ children. […]

Answer These Questions by the Age of 65

In the United States, turning 65 years of age is a milestone on many levels, but before this birthday, there is a hefty checklist that you need to address to continue aging successfully. Overall the most crucial thing to do before turning 65 is to invest your time wisely crafting the best approach possible for […]

Don’t Forget These 3 Things in Your Estate Plan

Once a certain point in life is reached, estate planning becomes very important. At this time, not only are plans made to give something special to loved ones, but certain roles and authorities are designated to individuals within the family. As estate planning takes place there are a number of parts to be included so […]

How an Estate Planning Attorney can Help You

  Smart people plan their lives knowing that it is possible to suffer mental disability, an illness that incapacitates them, or even death. An estate planning attorney is the ideal person to advise clients on how to put their affairs in order for these eventualities. Why hiring a Faloni Law Group LLC attorney is better […]