» Estate Planning

The Rising Costs of Senior Care in America

Long-term care planning is a must for any senior citizen, but as costs continue to drastically climb, the prospect of being able to fund long-term care seems next to impossible. While there are more options available today for senior care, some of wh… Read More
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Estate Planning is On My To-Do List - Right Where It's Been for Twenty Years!

         Every week, I meet with prospective new clients who are interested in doing estate planning.  And invariably, one of my first questions is “have you done any estate planning before?”  It’s a simple question, only used for inf… Read More
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Make Sure You Can Be a Pa…

Make Sure You Can Be a Parent to Your College-Aged Child in an Emergency

Preparing to send your son or daughter to college is one of the most exciting, and nerve-wrecking times for a parent! You’ll worry whether they will eat properly, study enough, and get enough sleep. While we can’t help with these everyday concern… Read More
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What Are PODS and TODS?

Payable on death (POD) accounts and transfer on death (TOD) accounts are very similar, in that they pass account proceeds directly to the person of your choice upon your death, without going through the probate process. The only difference between th… Read More
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Estate Planning: Dos and Don’ts

The need for future planning confronts all of us at one point or another, and future planning includes estate planning. While you may not wish to think about topics like incapacity and death, they are both a part of life for everyone. Careful plannin… Read More
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Categories: Estate Planning

What is an IRA Inheritance Trust?

IRAs and other retirement funds often make up the bulk of an individual’s assets. In order to maximize the growth of these investments and protect beneficiaries, individuals sometimes choose to make the contingent beneficiary of the IRA a trust. Th… Read More
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Categories: Estate Planning

What Makes a Trust a “Living Trust”?

If you create a living trust, you are opting to serve as grantor, trustee, and beneficiary for the trust for the remainder of your lifetime. You are a grantor if you create the trust, which is the case if you creating any type of trust, not just a li… Read More
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Holiday Loneliness and Depression Can Be a Real Problem for the Elderly.

Although the holidays are usually always thought of as a joyous time, that is not the case for some.  loneliness and depression are often on the upswing during this time of year….especially with the elderly.  Changes and losses in the… Read More
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States Race to the Bottom with Trust Laws

In the U.S. each individual state has wide latitude to determine its own laws for handling trusts. Many are concerned that a small handful of states are using that latitude to race to the bottom. Delaware has long been known for having trust-friendly… Read More
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Holding a Trustee Liable

One of the reasons that trusts are an effective estate planning tool is that the trustee is legally required to act in the best interests of the beneficiaries. However, it is increasingly difficult to hold trustees liable when they do not do so. Trus… Read More
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