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When tragedy strikes, it’s only natural to think of safety and health first. In the aftermath, it’s common for it to take a while to see how life marches on, bills come due, and the world still turns – whether or not we are able to meet our financial obligations and...
Many of my clients want to gift or transfer property to beneficiaries of their choosing. There are several options. Each person may make outright gifts to any number of people they choose during their life time annually. The amount allowed changes but today, you can...
It is easy for you to assume that you won’t need estate planning until you are older, and put it off until you become incapacitated or die without having addressed this important need. The Pandemic made many re-consider this assumption, and caused many more of us to...
Many of my clients are adventuresome and had foiled travel plans because of the Pandemic. Many remain afraid to travel and contract Covid. It is not a shame to be afraid, or to postpone travel if you are not comfortable. But for others like myself—we are chomping at...
Too many family members find themselves dealing with complex problems after a loved one passes away. This can include issues such as intestate succession when a person dies without a will. When the state takes over, any personal wishes you might have had about your...
There are many different estate planning challenges that may not be apparent until after a loved one has passed away. For example, a sibling who feels as though they have been excluded or treated unfairly in the assignment of assets may argue that another child unduly...
Many people have contemplated the importance of having proper plans for incapacity, disability, illness, or death as a result of the pandemic, but some of those people have not yet taken action to document these plans. People who have had a serious case of COVID-19,...
If you have a child who is nearing age 18, there’s a good chance you’re still helping them with most of their healthcare and other planning decisions, especially if they live at home. But this big birthday is about more than someone being considered a legal adult....
Did you know that over 40% of people over age 65 in the United States will spend some time in a nursing home and/or need care at home? In many cases the action steps those approaching retirement try to take to minimize their risks can actually backfire. Many people...
Most people put off creating an end-of-life plan because it's uncomfortable to think about your own morbidity. But it can be even more uncomfortable for your heirs to be struggling to make these decisions on your behalf, or worse, going through court arguing with...
Estate Planning Basics: An Introduction to Estate Planning Concepts and Tools