The SECURE Act emerged from Congress in 2019 with overwhelming bipartisan support. An acronym for Setting Every Community Up for Retirement Enhancement, the SECURE Act represents the largest retirement reform for Americans in more than a decade. And it poses …
Nearly half of American adults over the age of 55 do not have a will, according to a 2019 study by Merrill Lynch. These stories make headlines when a public figure such as Aretha Franklin, Prince or Kurt Cobain passes …
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How to Evaluate Living Arrangements for Independent Seniors It’s no surprise that it seems an overwhelming majority of seniors would prefer to spend the rest of their days in their current home. Everything ties your aging loved one to their …
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Choosing a trustee is a lot like choosing the leader of a company you will not be around to supervise. Obviously this is a big and very important decision. As the name implies, a trustee should be someone you trust. …
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For many, the names Christine Busalacchi, Nancy Cruzan and Terri Schiavo evoke the memory of national news coverage regarding right to die cases – and the heart-wrenching life decisions that family members had to make on their behalf. Contentious legal …
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We are often asked about the difference between estate planning and elder law. While there are important distinctions between them, they are more universal than they may seem at first glance. Estate planning is not only for those with large estates …
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Parents may choose to leave an inheritance to help fulfill the hopes and dreams they have for their child[ren]. While there are many legal options available to accomplish this goal, one common solution is to set up a Heritage Trust. …
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Throughout our busy office, we often hear the adult children of our clients say, “We need to get our estate planning done so that we don’t leave a mess for our children, like what we had to deal with for …
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The loss of a loved one can be overwhelming in every imaginable way – emotionally, psychologically, financially or otherwise. For surviving family members, their grief is often accompanied with a general sense of being overwhelmed by the tasks that lie …
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The role of parents is to protect their children and raise them to be independent adults. So it comes as no surprise that when most parents plan for their own death, a primary concern lies with the future well-being of …
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