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A life insurance policy document with a pen, illustrating the importance of planning and naming beneficiaries in estate planning and elder law.
Blog post

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…
A man with a pen and paper navigating essential legal documents for incapacity planning, illustrating the importance of estate planning and elder law.
Blog post

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 family home representing estate planning and asset protection with clear blue skies in the background, emphasizing the importance of securing assets.
Blog post

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…
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.
Blog post

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…
A wooden fence, symbolizing privacy and protection, representing the importance of keeping your estate plan free from court interference and probate.
Blog post

How to Build Freedom From Court Interference Into Your Estate Plan

March 7, 2017
It’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can…
A picturesque house surrounded by lush greenery, symbolizing the stability and security offered by community property trusts in estate planning.
Blog post

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

March 3, 2017
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust,…
Image of a long-term care insurance policy document and calculator, illustrating the rising costs for couples, relevant to estate planning and elder law.
Blog post

Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey

March 3, 2017
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between…
President Trump signing an executive order related to the fiduciary rule, impacting retirement advisers' obligation to act in their clients' best interests for estate planning and elder law.
Blog post

Trump Delays Rule That Retirement Advisers Put Their Client’s Interests Ahead of Their Own

March 3, 2017
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent…
A table covered with tax forms, a calculator, and a pen, emphasizing the important aspects of tax preparation, relevant to estate planning and elder law considerations.
Blog post

Things to Remember at Tax Time

March 3, 2017
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting…
A thoughtful elderly man pondering his choice for a successor trustee to manage his estate plan and trust, highlighting the importance of careful decision-making in estate planning and elder law.
Blog post

Who Should Be Your Successor Trustee?

February 28, 2017
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your…
A person carefully reviewing documents as part of the process to select a suitable trustee for managing an irrevocable trust, highlighting the importance of making informed decisions in estate planning and elder law.
Blog post

How to Choose a Trustee

February 28, 2017
If you create an irrevocable trust, you will need a separate person or institution, called a trustee, to manage the…
A courtroom representing the legal complexities involved in estate planning and living probate, highlighting the necessity of smart estate planning to avoid guardianship and conservatorship.
Blog post

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

February 28, 2017
While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that…

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Attorney Advertising. The information presented on this website is for informational purposes only and should not be construed as a legal advice. Viewing of, responding to, or otherwise transmitting the information on this website is not intended to create, and receipt of the same does not constitute, an attorney-client relationship. The information provided on this website should not be relied upon without first seeking professional legal counsel. The information on this website is provided only as general information which may or may not reflect the most current developments of law. Prior results and cases discussed on this website do not imply and do not guarantee a similar outcome in any other case. The links to other websites contained herein do not constitute a referral or endorsement of any kind.
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