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The Executor’s Job
What’s involved in wrapping up an estate. It’s both an honor and a burden to serve as someone’s executor. An executor is entrusted with responsibility for winding up someone’s earthly affairs […]
Continue readingWhen Planning For Medicaid Leads to Estate Litigation
Family agreements offer way to avoid disputes within families after death of parentsBy Jennifer B. Cona, Esq. MORE SENIORS and their families are becoming aware of elder law and specific planning […]
Continue readingEstate Tax Portability
The IRS recently released new rules regarding federal estate tax “portability” which allows a married couple to collectively pass nearly $11 million of assets to their heirs without paying estate […]
Continue readingPlanning Ahead to Avoid a Family Fight
Call it the ultimate, unintended consequence: a plan intended to preserve your children’s inheritance that triggers a family feud instead. “We’re seeing more litigation among family members as a result […]
Continue readingWhen Do I Need to Change My Will?
Make sure your will reflects your current wishes and situation. Experience teaches us that the only constant in life is change. But we don’t always keep up with the important tasks […]
Continue readingThe Perils of Funeral Prepayment Plans
Tips on shopping for funeral goods and services. Shopping around for the most suitable and affordable funeral goods and services is a wise consumer idea. However, be extremely cautious about paying […]
Continue readingWhat You Can’t, or Shouldn’t, Do in Your Will
Wills aren’t the place to handle certain kinds of property or issues. Wills are wonderful, simple, inexpensive ways to address many people’s estate planning needs. But they can’t do it all. […]
Continue readingWhat You Can Cover in Your Health Care Documents
by Shae Irving An overview of some important medical issues you’ll face when preparing a living will and a power of attorney for health care. When creating your living will and your […]
Continue readingWhat Is a Trust And How Does a Trust Protect Assets?
As you plan for your or your loved one’s needs, what steps should you be taking to protect assets? Should you set up a trust and if so, how do […]
Continue readingWhat is an Estate Plan and Who Needs One?
Estate Planning is not just for millionaires and not just for the elderly. Everyone should have an estate plan, which can include asset protection planning, advance health care decisions planning […]
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