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Elder Law & Estate Planning
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03
03, 2023
A collection of vintage jewelry displayed for an estate sale, symbolizing the process of distributing personal belongings after a loved one's passing.

How Does an Estate Sale Work, and What Should an Executor Know First?

March 3, 2023
The short answer: an estate sale is a legal act by the executor, not a family yard sale, and the order of operations matters. Before anyone prices a chair, the executor should be appointed, should have inventoried and photographed the…
02
03, 2023
A legal document form related to beneficiaries acquiring property from a decedent, illustrating key aspects of estate planning and elder law responsibilities.

What Does the Term “Decedent” Mean?

March 2, 2023
“Decedent” is a legal term that refers to a person who has died with unsatisfied legal obligations. At the end of their life, a decedent has some legal duties that must be fulfilled through a representative. For example, decedents remain…
28
02, 2023
A person donates money into a Salvation Army charity kettle, symbolizing the potential benefits of a charitable lead annuity trust in estate planning for supporting charities and family beneficiaries.

Support a Charity – and Your Loved Ones – With a CLAT

February 28, 2023
A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person (grantor) creates a trust that initially benefits a charitable organization, foundation, or other qualifying entity for a defined period. After this time ends, the CLAT’s remaining…
27
02, 2023
A senior mother and adult daughter hugging in a park, representing the decision-making process in estate planning related to naming beneficiaries and legacy planning.

Estate Planning Basics: What Is a Beneficiary to a Will?

February 27, 2023
People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, other assets, or specific bequests like sentimental items upon…
20
02, 2023
A happy multi-generational family, including a grandfather, sons, and grandson, smiling together in a garden, representing the importance of estate planning and having reliable power of attorney for managing family's future.

Can Two People Have Power of Attorney at the Same Time?

February 20, 2023
The short answer: yes. A power of attorney can name two, three, or more people to act as agents at the same time, and it can name successors to take over when the first agents cannot serve. The question that…
17
02, 2023
Elderly man holding his last will and testament, highlighting the responsibilities and importance of choosing an executor in estate planning decisions.

Estate Planning: 3 Things to Know About Being an Executor

February 17, 2023
An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your executor should be someone you trust is responsible enough to manage your estate after you pass away. Choosing an executor…
07
02, 2023
Senior couple examines paperwork with attorney in office, discussing power of attorney revocation and estate planning issues.

Who Can Override a Power of Attorney (POA)?

February 7, 2023
A power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another person (principal). A common question asked about POAs is under what circumstances a person can override them. POAs can be…
06
02, 2023
Senior man sitting with his caregiver at home, discussing estate planning strategies while both smiling, highlighting the importance of considering caregivers in estate plans.

3 Tips When Including Caregivers in Your Estate Planning

February 6, 2023
November marks National Family Caregivers Month. You may have a caregiver in your life to whom you wish to bestow your gratitude by designating them as an heir in your estate plan. Whether your caregiver is your own child —…
03
02, 2023
A bouquet of flowers placed on a gravestone, symbolizing the cessation of a power of attorney's effectiveness upon death, central to estate planning and elder law discussions.

Does Power of Attorney End at Death?

February 3, 2023
A power of attorney is a powerful planning document that enables you (the principal) to give another person (the agent or attorney-in-fact) the power to act for you while you are alive. Because it is often prepared in the context of…
02
02, 2023
Image of a man steepling his fingers, symbolizing the careful consideration and responsibilities involved in estate planning and appointing an executor.

Appointing an Executor? Here’s What an Executor Cannot Do

February 2, 2023
The person you name as your executor will be accountable for a number of important tasks, even in managing the administration of a small estate. This may include filing tax returns, keeping meticulous records, and distributing assets to your beneficiaries.…

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