Estate Planning Blog

It is impossible to escape aging, and it affects all family systems. Even if you are in the fortunate circumstance where your aging...

A person with dementia is diagnosed every three seconds somewhere in the world. Dementia is a catchall phrase that refers to many types...

When you are no longer able to manage your finances, preparing and organizing financial information now will bring you peace of mind and...

According to Caring.com’s wills survey, the overall percentage of those with a will continues to decline, 33 percent in 2021 versus 42...

Planning for long-term care is crucial since almost everyone will need it at some point in their lives. While we cannot predict the...

When identifying someone to serve as your estate's representative (executor) or accepting the responsibility as the executor, there are...

The ABA defines probate as the process of publicly acknowledging a will, appointing the executor (personal representative), and...

Changes in family structures are affecting the practice of estate planning. As recently as thirty years ago, a traditional family...

Those who believe they cannot meet Medicaid's strict income and asset limits for long-term care benefits might want to think again. If...

It is widely known that in the state of Virginia, the probate process begins after someone dies and is conducted in the local Circuit...

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...