Eight Useful Tips for Bringing Up Estate Planning

Estate Planning and Elder Law

Unless you’re certain your parents have an up-to-date will, as well as a big-picture plan for what should happen in the event of their passing, you shouldn’t assume everything will be taken care of.  During this season of upcoming holidays, Read More …

Why Everyone Over 60 Should Update Their Estate Plan

when to review estate plan

How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60 and you haven’t updated your estate plan in many Read More …

Declining to Act as an Agent Under a Power of Attorney

How to Decline Power of Attorney

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position. There are two main types of powers of attorney – Read More …

Theft from Special Needs Trust. Consider Using a Professional Trustee.

Special Needs Trust Attorney Keeps Theft from Happening

A New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a man living in a long-term care facility.  The case highlights the importance of having a professional trustee manage a special needs trust. Read More …

Update Your Estate Plan when Moving to a New State.

Estate Planning Attorney Ohio Near Me

If you’re planning to move to another state, tell your estate planning attorney. There are a number of components making up your estate planning and long-term care planning that could be effected. Previous posts: Does My Living Will, or Advance Read More …

Does My Living Will, or Advance Directive, Work in Another State?

Check Your Advance Directives with Estate Planning Attorney If You Go out of State

Making sure your end-of-life wishes are followed no matter where you are is important. When you move to a different state, work in a different state for long periods of time, vacation in a different state for months at a Read More …

What to Do and Not Do with Your Estate Planning Documents

What to Do With Estate Planning Documents

Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to know what to do with them. All estate plans should include, at minimum, two important planning instruments: a durable power Read More …

How to Assist Aging Parents During the Pandemic

Helping Aging Parents During COVID19

If your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and shopping. You may live close by and be able to visit weekly or more often. Or Read More …

Estate Planning Is Even More Important for Unmarried Couples

Estate Planning Single Couples

What do millennial and aging couples have in common?  Trends are showing that more older couples are choosing to stay unmarried, despite being in long-term committed relationships. Most married couples understand the importance of estate planning to transfer assets and Read More …

When Do I Need a Living Will? Is it the Same as a DNR?

Do I need a Living Will?

We’re all fairly familiar with the acronym CPR, for Cardiopulmonary Resuscitation – a process that uses mouth-to-mouth or machine breathing and chest compressions to restore activity in the heart and lungs when someone’s heart has stopped or they are no Read More …

Bringing Up Estate Planning During Your Holiday Visit

Talking ABout Estate Planning to Parents

Do you worry your parents don’t have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More …

Tips for Passing Retirement Benefits to a Child with Special Needs

Estate Planning

Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the beneficiary designations for these accounts. Unfortunately when a Read More …