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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...
To put it plainly…one of the biggest mistakes you can make with your estate plan is to allow your estate planning documents to become outdated. I always tell my clients that an estate plan is a “living breathing thing” and should be reviewed at strategic times in...
History: In the past “pets” were treated as “chattel” or possessions under the law. This was because they were viewed as necessary to aid us in our lifestyles. They had to “work for a living.” Dogs herded sheep; cats kept the rat population down; and horses and...
Estate Planning Basics: An Introduction to Estate Planning Concepts and Tools