Estate Planning Blog

There is a good chance that a beneficiary is listed in your retirement account, will, or trust. A beneficiary is an individual (or legal...

The outbreak caused by the 2019 novel coronavirus was named by the World Health Organization (WHO) on February 11, 2020. The coronavirus...

Whether you are drafting your first estate plan or have one already in place, it's important to include a letter of instruction (LOI) in...

Increasingly, America's aging population is made up of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age,...

The resort agent suggested Mom and Dad should leave the timeshare to their children in a deed so, when the parents passed, their children...

As the population ages, most Americans want to remain living in their homes and in their communities as long as possible. As a result,...

The Fifth Circuit Court of Appeals ruled that the United States Labor Department did not have the authority to create the fiduciary rule...

Initially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life insurance can...

It is crucial to plan how to preserve your inheritable legacy so that its aggregate will remain for future generations. There are always...

Adult children in the United States often live a long distance away from their parents. Managing aging parents or in-law medical events...

As a caregiver, caring for a loved one in a crisis is a challenge, and the ongoing COVID-19 pandemic makes preparation more important...

In the face of the widespread spread of COVID-19 among nursing home residents and staff, lacking accurate data pinpointing potential...

In general, young adults, even those with professional careers older than thirty, think they are too young to consider estate planning....