News & Resources: Blog: Estate Planning

News & Resources: Estate Planning

Estate Planning

Insights into the Stress of Caregiving on the Sandwich Generation

You can relate to being “sandwiched” between the older generation and the younger generation if you care for an aging parent or parents, as well as your own children. You may feel pulled in multiple directions while trying to meet the needs of your family members. According to the Pew Research Center, about a quarter […]

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How to Save Money While Aging Well

Since Americans are now living longer than previous generations, our retirement years may be extended as well. Since expenses, taxes, and inflation don’t go away simply because we retire, we need to make sure we have enough money to live comfortably while meeting increasing costs of living. The first step in the process of planning […]

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Prepare Your Family for the Unexpected

Having a plan in place for the unexpected means being prepared in the case of an accident, incapacitation, or death. If the COVID-19 pandemic taught us anything, it’s that life is uncertain and that caring for you and those you love is imperative, including legal preparedness. An elder law attorney and estate planning attorney can […]

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Ensure Your Estate Plan is Structured to Minimize Conflict

It is quite possible that your heirs, including minor and adult children, do not agree regarding family circumstances, particularly when it comes to inheriting your estate. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your estate and possibly tearing your family apart. Even if […]

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Introducing SECURE 2.0 in 2023

The first significant retirement legislation changes since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative to schedule a review of your retirement accounts and estate planning documents. Changes in the […]

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Basics of Estate Taxes

A deceased individual’s estate is taxed when assets are transferred to their heirs or beneficiaries. An estate tax is not the same as an inheritance tax. It’s a tax on the total value of a person’s assets at the date of death. The estate pays the tax before any assets are distributed to beneficiaries or […]

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Estate Planning with Your Partner or Spouse

It is important to talk to your spouse or life partner about comprehensive estate planning before making any decisions. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal. This conversation can be challenging if you and your loved one have different points of view about […]

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A History-Making Wealth Transfer from Generation to Generation

In human history, there has never been a more critical time in terms of wealth transfer than now as baby boomers prepare their estate plans. Over the next 25 years, projections estimate 68.4 trillion dollars will be in motion to create an unprecedented transfer of generational wealth.  The post-WWII economic environment allowed the growth of assets during […]

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Planning for the End of Life

We tend not to talk or think about end-of-life planning because it’s a difficult topic for us. But without planning for it, we will have fewer options and things may not go as well as we would like for them to. You may wish to pass away in the comfort of your home, but without […]

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Estate Planning for Unmarried Couples

The number of older Americans experiencing widowhood or divorce is on the rise, prompting them to form new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating can have unforeseen and unintended consequences without a legally recognized civil […]

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