Our Estate Planning Blog

Update my estate plan

How Do I Update My Estate Plan?

Updating one’s estate planning documents involves changes to one’s trust, will and/or designation of death beneficiaries, as relevant. To be effective, such updates must be done correctly.

Read More »
long-term care window

Don’t Miss the Long-Term Care Window

Healthcare can be a daunting prospect for seniors, namely because health issues can creep up as people age, and because Medicare comes with a lot of hidden costs that seniors aren’t well-prepared for. However, if there’s one health-related expense that can really catch retirees off-guard, it’s none other than long-term care.

Read More »
hazards of joint tenancy

The Hazards of Joint Tenancy

As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common approach is for aging parents to put one or more of their children on their investment accounts, bank accounts and real property.

Read More »
What is a pour-over will?

What Is a Pour-Over Will?

When you create a living trust, you also sign a pour-over will. One of the main benefits of a trust is avoiding a court proceeding on death called probate, which is when wills are used.

Read More »
Subscribe!