How Do I Talk to My Aging Parents About Estate Planning?

Talk to My Aging Parents About Estate Planning

With multiple generations getting together for holiday meals, gift exchanges, New Years parties and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones. By communicating with them and knowing their Read More …

How Long Do Wills Last? Questions About Last Wills and Testaments

How Long Does a Will Last

Does a will expire? Is a will prepared over 20 years ago still valid? Starting an estate plan can be overwhelming, and when it comes to the last will and testaments you probably have many questions. You are not alone. Read More …

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 …

Estate Planning: Considerations When You Have a Stepfamily

Step family Estate Planning

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger blended family unit. Unfortunately, when the estate plan lacks clarity, it too often also creates inheritance fights between stepparents and children. 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 …

New Advice: Consider Leaving an IRA to a Special Needs Trust.

Special Needs Trust Beneficiary of IRA

The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions over many years. (Read our post, SECURE Act Increases Tax Read More …