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Elder Law & Estate Planning
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02
11, 2017
Two women sitting at a table looking at documents, discussing estate planning and elder law after a loved one's passing.

What To Do When a Loved One Passes Away

November 2, 2017
Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention. It can be difficult enough for…
01
08, 2017
An older couple discussing estate planning and the potential risks associated with joint property ownership in a family setting.

The Perils of Joint Property

August 1, 2017
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property…
11
07, 2017
A thoughtful woman looks upwards, contemplating estate planning and the legal complexities that arise from dying without a will.

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

July 11, 2017
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this…
17
01, 2017
Image of a pen and paper used for estate planning, illustrating the process of organizing and distributing personal belongings as part of estate and elder law practices.

Got Stuff? George Carlin Says You Need An Estate Plan!

January 17, 2017
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff. We move it around with us, it's hard for some…
16
12, 2016
A charming suburban home that represents the importance of estate planning and elder law in passing property to the next generation tax-free.

How to Pass Your Home to Your Children Tax-Free

December 16, 2016
Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs.  Leave the house in your will  The simplest way…
05
02, 2016
A legal document being reviewed, symbolizing the scrutiny of prenuptial agreements in estate planning and elder law contexts.

Big Bang Theory Star’s “Ironclad” Prenup Challenged: How Does Yours Compare?

February 5, 2016
The Big Bang Theory actress Kaley Cuoco is one of the highest paid actresses on television. She earns one million dollars per episode and has a net worth of $44 million. Before she married tennis star Ryan Sweeting in 2013,…
01
09, 2015
A couple discussing estate planning, highlighting the complexities of spousal inheritance laws in the United States.

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

September 1, 2015
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces…
01
03, 2015
A person reviewing financial documents beside a bank account statement, representing the concept of Payable on Death accounts in estate planning and elder law contexts.

Is a Payable on Death Account Right for You and Your Family?

March 1, 2015
Payable on death accounts, or “POD accounts” for short, have become popular for avoiding probate in the last decade or so. What is a POD Account? A POD account is a type of bank account authorized by state law which…
01
11, 2014
Image of a checklist used in estate planning, emphasizing key documents and considerations for successful wealth transfer between generations.

An Estate Planning Checklist to Facilitate Wealth Transfer

November 1, 2014
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming one of these statistics. You need to educate and…
01
09, 2014
A worried spouse sits thoughtfully, highlighting the importance of understanding inheritance laws and estate planning to ensure a spouse's financial security in the absence of a will.

If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?

September 1, 2014
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your entire estate. Not so fast. Who will inherit your estate depends on several different factors: 1.…

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