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Elder Law & Estate Planning
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16
07, 2016
Image illustrating the concept of irrevocable trusts, highlighting their role in estate planning for asset protection and tax considerations.

Keeping Control of Your Trust

July 16, 2016
Every different form of trust contains its unique benefits and drawbacks that depend on an individual’s estate planning needs. One particular example involves the choice between irrevocable and revocable trusts. As the name implies, an irrevocable trust cannot be altered…
07
07, 2016
Image of a starry sky, symbolizing the legacy and lasting impact of Anton Yelchin, related to lessons in estate and legacy planning discussed in the context of his untimely death.

The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning

July 7, 2016
On June 19, 2016, when successful actor Anton Yelchin (Chekov in the recent Star Trek movies) failed to show for rehearsal, his friends became worried and drove to his house. Sadly, they found Yelchin pinned between his security fence, brick…
20
06, 2016
A stale ham sandwich, representing the concept of outdated estate plans needing updates to reflect life changes for effective asset protection and family security.

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan

June 20, 2016
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time…
20
06, 2016
A pensive elderly couple seated together, reflecting on the importance of updating their estate plan as life circumstances change over the years, relevant to estate planning and elder law topics.

Wondering Whether You Need to Update Your Estate Plan? Yes, You Do and Here’s Why

June 20, 2016
Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family…
20
06, 2016
A family portrait showcasing multiple generations, emphasizing the importance of updating estate plans and revocable trusts to reflect changes in family dynamics and elder law.

Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?

June 20, 2016
If your life or the law has changed since you signed your trust, it needs to be updated. Updates can be made by way of an amendment - or - a complete restatement. An amendment updates a specific part of…
20
06, 2016
A person looks thoughtfully at a document in a serene, well-lit setting, symbolizing the contemplation needed for updating estate plans.

How Often Do You Update Your Estate Plan? More Often Than Your Resume?

June 20, 2016
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it…
01
04, 2016
A gavel resting next to a last will and testament, symbolizing the legal complexities in estate planning and the importance of funding trusts to prevent probate court issues.

Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles

April 1, 2016
Michael Jackson, the “King of Pop,” had always been a controversial superstar. Over the years, he became the father of three children, Prince Michael Jackson II, Paris-Michael Katherine Jackson, and Michael Joseph Jackson, Jr. While Jackson created a trust to…
29
02, 2016
A couple discusses estate planning and elder law with an attorney, highlighting the challenges and importance of protecting family assets and making informed decisions about wills and trusts.

Estate Planning: 3 Reasons We Run the Other Way

February 29, 2016
We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, we also understand that we all want to make sure that our loved ones are protected and…
29
02, 2016
Diagram illustrating the differences between revocable and irrevocable trusts in estate planning, highlighting key aspects like control and tax implications.

Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

February 29, 2016
Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when.…
05
02, 2016
A visual representation highlighting common estate planning pitfalls, illustrating the importance of strategic financial planning to avoid excessive taxation, inspired by Tony Soprano's estate issues.

The IRS Took Half of Tony Soprano’s Estate: Don’t Fall into the Same Trap!

February 5, 2016
Actor and producer, James Gandolfini was famously known as the likeable mafia man Tony Soprano on the long running cable television series, The Sopranos. On the show, family meant everything. Well, sort of, anyway. In real life, Gandolfini’s family really…

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