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Why Have a Joint Revocable Trust?

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.

Posted on: May 31, 2022

How Does My Inherited IRA Fit into Estate Planning?

Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.

Posted on: May 31, 2022

Should I have Revocable Living Trust in Estate Plan?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. It can also significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one.

Posted on: May 27, 2022

What If You Don’t have a Will?

A recent survey estimated that 68% of people die without a will. The consequences of dying without a will (‘intestate’) can be disastrous.

Posted on: May 26, 2022

Is Putting a Home in Trust a Good Estate Planning Move?

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.

Posted on: May 25, 2022

What Happens If You Become Incapacitated?

Many people ask what would happen if they were in the hospital and unable to make their own medical decisions? The answer depends on whether you planned ahead.

Posted on: May 24, 2022

Does Power of Attorney Perform the Same Way in Every State?

The law sometimes appears to contradict itself. Specifically, the words ‘anything and everything’ do not always legally mean ‘anything and everything’.

Posted on: May 23, 2022

How Do I Find a Great Elder Law Attorney?

Did you know someone who is 65 today has a 70 percent chance of needing long-care treatment in the future? Even seniors who have saved up for their waning years can find it a challenge to pay for nursing home costs, especially when relying only on Medicare coverage.

Posted on: May 20, 2022

What Is a Power of Attorney?

A power of attorney is a legal document with which a principal authorizes an agent to act on the principal’s behalf and for the principal’s benefit.

Posted on: May 19, 2022

Should I Have a Roth IRA?

Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.

Posted on: May 18, 2022