Most of my clients incorporate at least one Power of Attorney in their estate plan. Given the versatile and practical nature of a Power of Attorney, you will likely execute one yourself or find yourself named as the Agent in one at some point in your life. While a Power of Attorney is a commonly … [Read more...]
Is Home Health Care the Right Choice?
The topic of long-term care is one that comes up frequently when I talk with clients. With the aging population in the United States steadily rising, clients are interested in ways to prevent the need for long-term care and strategies for financing it when it becomes unavoidable. Many people are … [Read more...]
When Does a Trust Terminate?
Many of my clients choose to incorporate at least one trust agreement into their comprehensive estate plan. I also have many clients who are beneficiaries of a trust. Consequently, I spend a good deal of time discussing how a trust works and how one might fit into an estate plan. One frequent … [Read more...]
Making Sense of Alzheimer’s Disease
Many families find themselves grappling with the reality of Alzheimer’s disease, especially as loved ones age. For those with elderly relatives, understanding the condition and its potential legal and estate planning implications is essential. If you or a family member has recently been diagnosed … [Read more...]
Is It Time to Update Your Estate Plan?
When I work with new clients on the creation of an estate plan, I stress the importance of keeping their estate plan current and relevant. That requires both immediate and routine reviews. To make sure your plan works as intended, you should ask yourself this question - if it is time to update your … [Read more...]
How to Choose the Trustee for a Trust Intended to Provide for Your Children
Many of my clients choose to establish a testamentary trust to provide for their minor children in the event of their untimely death. A testamentary trust is established within your Last Will and Testament and becomes active upon your passing. When a testamentary trust is designed to protect assets … [Read more...]
How to Know When a Personal Representative Should Be Removed and Replaced
I often consult with people who recently lost a loved one, meaning they are going through a difficult time, often made more stressful by the legal process that follows. Probate is the formal legal process through which the court oversees the administration of a decedent’s estate, ensuring that … [Read more...]
How Taking a Step Up in Basis Benefits Your Estate Plan
When I talk to my clients about estate planning, I stress the importance of understanding the tax implications associated with every decision they make within their estate plan. Moreover, the tax implications may apply not only to them, but to their beneficiaries and surviving loved ones as well. … [Read more...]
How Might a Charitable Gift Annuity Fit into Your Estate Plan?
Many of my clients view charitable giving as a fundamental aspect of their identity and the legacy they wish to leave behind. As an estate planning attorney, I assist them in integrating their philanthropic aspirations into their estate plans, aiming to fulfill their objectives while capitalizing on … [Read more...]
How Does a Pour Over Will Fit into My Estate Plan?
Deciding to use a trust to distribute most or all their estate assets is a common choice my clients make as their assets and families grow. One thing I stress to clients when making the change to a trust for asset distribution is the importance of adding a “Pour Over Will” to their estate plans when … [Read more...]
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