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Estate Planning Is Not Just About the Legal Documents
August 10th, 2016
It is not enough to just get a pile of legal documents that make up an estate plan. The legal documents themselves are limited if you have not considered what it really means to transfer wealth from one generation to the next and have not planned acc…
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Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
What to Leave to Your Family
August 9th, 2016
Throughout your life, you have most likely accumulated many different types of assets. When planning your estate, it is useful to know which of those assets you should leave to your family members. Estate planning is not just about deciding how much…
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A New Type of Doula
August 8th, 2016
Traditionally a doula is someone who offers care and support to a woman in labor to make the birth process easier. However, a new type of doula helps those at the other end of the life cycle. Passing away is not as easy as it might seem. Patients in…
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Categories: Aging Issues, Current Affairs, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Religion, Special Needs, Succession, Trust Funding, Weblogs, Will
Waiting for the Tesla Model 3?
August 3rd, 2016
If you are currently on the waiting list for the Tesla Model 3, what happens if you pass away before getting the vehicle? The announcement of the Tesla Model 3 generated enough buzz that more than 300,000 people paid $1,000 dollars each to be on a wa…
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Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will
You Are Never Too Old to Donate Organs
July 28th, 2016
As many people enter their retirement years, they begin to think about the legacy they will leave. People often use estate plans as a vehicle to create their legacies, but they might be overlooking something else that they can do. It is almost a univ…
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Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Long Term Care, Succession, Trust Funding, Weblogs, Will
Estate Planning after Retirement
July 26th, 2016
Every stage of life presents its own estate planning issues and areas of concern. Retirement is no different. Most estate planning attorneys advise people to review their estate plans every couple of years to make sure the plans are still effective a…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will
Settling Scores
July 22nd, 2016
Some people like to use their own deaths as a last way to take shots at and settle scores with people that they do not like as those people have no way to respond directly. A German man did so in an unusual way. Some people do not like certain member…
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Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Succession, Trust Funding, Weblogs, Will
Digital Estate Planning
July 21st, 2016
The laws concerning digital asset estate planning are a patchwork. Some states have specific laws and others do not. The technology companies that host digital accounts each have their own policies which further complicates things. What happens to yo…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Succession, Trust Funding, Web/Tech, Weblogs, Will
Trust Creation Mistakes
July 20th, 2016
Creating a trust can be complicated and even experts make mistakes. There are some common mistakes that are made that you should be aware of to make sure that your lawyer does not make them. When you hire an attorney to create a trust for you, do not…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Probate, Succession, Taxes, Trust Funding, Weblogs, Will
Community Property and Your Estate Plan
July 19th, 2016
If you are considering retiring to a state with community property laws, you should consider how your estate plan could be affected. Chances are you do not live in a community property state. Only a handful of states have community property marriage…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Succession, Taxes, Travel, Trust Funding, Weblogs, Will
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