While estate administration is a task that happens after you pass away, you can do a lot now to prepare for the future. By taking some responsibility on yourself, you can make the job easier for your loved ones or other representative, and you can also boost the chance that… Read More
One thing we often say is that estate planning is not a one-and-done task. While you can get the bulk of the planning done and create a strong foundation for the future, you do need to revisit plans from time to time if you don't want to end up with… Read More
Many people avoid estate planning so they don't have to think about the issue of their own deaths. However, much like taxes, death is inevitable. By understanding our own mortality - and taking steps now to plan ahead - we can protect both our loved ones and our assets after… Read More
Power of attorney forms are one of the most critical aspects of estate planning for almost anyone. Unlike a will, POA forms don't govern how your assets are treated after you are gone. Instead, they govern how you and your assets might be treated while you are still alive. We've… Read More
Clients often say to me that they have been "told" that they need a "family" trust or "living" trust. For those with an estate of any significance, and especially if the estate includes real property, with or without equity, Whether a single person or married couple, the advice is appropriate.… Read More
Alzheimer's disease affects about 5 million people age 65 and older nationwide, according to estimates from the Alzheimer's Association. Over the next 35 years or so, some estimates predict that number will triple as the elderly population in the United States continues to increase. Meanwhile, studies repeatedly show that fewer… Read More