Estate planning can seem like an overwhelming task if you are a layperson and you don’t know where to begin. This is perfectly understandable, and in this post, we will provide an overview of the essential documents that should be part of every estate plan. Will or Trust The plan will start with a vehicle […]
Alzheimer’s disease is somewhat misunderstood by the general public. We all know that it exists, but there are aspects of it that are surprising to many people, and we will explain them here. Widespread Impact You may assume that the disease strikes a relatively small percentage of seniors, but in fact, the numbers are alarmingly […]
Many people are confused about the estate planning document that they should use to facilitate asset transfers to their loved ones. There is a simple will, and there are different types of trusts, and this can lead to the search for the “best” legal device. This is natural, but there is no asset transfer vehicle […]
Elder law attorneys assist clients that are concerned about the eventualities of aging. There are between 10,000 and 15,000 applications for Social Security being accepted every day because of the aging of the baby boomers, so our services are in great demand. The most pressing issue that we are dealing with at the present time […]
It is important to work with an estate planning attorney when you are developing a plan, because you want to act on complete and accurate information. Sometimes bits and pieces are passed around by laypeople, and this can lead to costly mistakes. With this in mind, we will look at the legal device called a […]
Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn more.
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more.
The pandemic has been difficult for many of us, including some Estate Planning attorneys. Sometimes it’s difficult to follow all the news. But, there’s little-known pandemic relief for employers struggling from the pandemic. Read on to learn more.
Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more.
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.