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Elder Law & Estate Planning
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09
05, 2017
An older man and his adult son sitting together on a park bench, engaged in a serious conversation, representing the importance of choosing a reliable agent for estate and incapacity planning.

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

May 9, 2017
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the…
28
04, 2017
A picturesque house surrounded by lush greenery, symbolizing the stability and security offered by community property trusts in estate planning.

Integrating Community Property Trust Into Your Estate Planning

April 28, 2017
A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate planning is the best way to ensure the highest possible quality of life for you and your loved ones. One way couples can make get the…
25
04, 2017
Two hands, one with a wedding ring, symbolizing the significance of estate planning for unmarried couples.

Which life events require an immediate estate plan update?

April 25, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes…
11
04, 2017
An elderly couple discussing estate planning with a financial advisor, focusing on the advantages of dynasty trusts for long-term family wealth management.

Does a Dynasty Trust Make Sense for Your Family?

April 11, 2017
Earlier this year, NBA team owner Gail Miller made headlines when she announced that she was effectively no longer the owner of the Utah Jazz or the Vivint Smart Home Arena. These assets, she said, were being placed into a…
09
04, 2017
A person reviewing legal documents and writing notes, highlighting the importance of including key provisions in an estate plan for effective elder law planning.

Four Provisions People Forget to Include in Their Estate Plan

April 9, 2017
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on…
04
04, 2017
Image depicting a family conflict scenario symbolizing disputes over an estate plan, highlighting the importance of preparing for worst-case situations in estate planning and elder law.

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

April 4, 2017
There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen that may cause confusion for the estate–or threaten the plan altogether. Below are three examples of worst-case scenarios and ways…
28
03, 2017
A life insurance policy document with a pen, illustrating the importance of planning and naming beneficiaries in estate planning and elder law.

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

March 28, 2017
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an…
28
03, 2017
A man with a pen and paper navigating essential legal documents for incapacity planning, illustrating the importance of estate planning and elder law.

Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning

March 28, 2017
Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make…
21
03, 2017
A family home representing estate planning and asset protection with clear blue skies in the background, emphasizing the importance of securing assets.

How You Can Build an Estate Plan that Includes Asset Protection

March 21, 2017
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that…
14
03, 2017
Image depicting a thoughtful person with various icons representing estate planning concepts like family legacy and decision-making, highlighting the emotional aspects of estate planning and elder law.

5 Reasons to Embrace the Emotional Side of Estate Planning

March 14, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation.…

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