What Do I Need to ‘Age in Place’?

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.

07/01/22

Do Single People Need Estate Planning?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

06/29/22

Can I Avoid Probate?

If you don’t have a will and an estate plan, probate is an after-you’ve-gone legal struggle. It could last months, if not years, in a battle over what you intended your family (or friends) to have: your estate!

06/27/22

Does an Elder Orphan Need an Estate Plan?

This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.

06/24/22

Pet Trusts Can Offer Peace of Mind

While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.

06/22/22

Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?

06/08/22

What to do if an Elderly Parent Is Being Scammed

In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever—and thus more vulnerable to being financially victimized.

06/06/22

Responsibilities of a Personal Representative

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.

06/03/22

Reasons Not to Wait to Draft a Will

It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:

06/01/22

Protecting Yourself and Children in a Second Marriage

Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?

05/30/22

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Estate Planning Blog