Category: Estate Planning

Talking to Kids About Their Inheritance

Many parents find talking to their kids about their wealth uncomfortable. 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 […]

The Probate Process Broken Down

In the absence of a will, the court will appoint a state administrator to handle probate. Probate law varies by state, but there are steps in the process that are common. Probate is the legal process for authenticating a deceased person’s will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains […]

Helpful planning an Elder Law Attorney Can do for You

The senior citizen population of the United States is continuously increasing as the baby boomer generation ages, and the influx of international migration continues. Although the US average life expectancy has seen a slight three-year decline, many Americans, men and women, live well into their 80s, 90s, and beyond. An elder law attorney works with […]

How to talk about Estate Planning and Finances with Aging Loved Ones

It is essential that as your parents’ age, you have conversations with them about their finances. The conversation should come from a calming place of love and concern. 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 […]

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 […]