Estate Planning

• Posted in: Estate Planning

Creating an estate plan is a very personal matter, and is usually done privately, with your attorney and with your partner, if you have one.  However, there are some circumstances under which estate planning should be a family affair—perhaps even a multigenerational one. Sean Condon writes about when it might be appropriate to include the […]

• Posted in: Asset Protection

Are you planning to pass an inheritance on to your children? Ron Lieber, author of this article in the New York Times, writes that leaving a financial legacy may be more difficult than you think. “With each passing year” Lieber writes, “the pressures on the nest eggs of older people will only grow.” Lieber outlines in his […]

• Posted in: Estate Planning

Estate planning attorneys get asked a lot of questions about how to protect every different kind of family and situation, but the questions that are asked the most tend to be about trusts.  The topic comes up so often, in fact, that it is useful to review basic trust information occasionally, as author John Ventura […]

• Posted in: Asset Protection

If you’re wondering exactly how much you’ll have to put in the bank to live comfortably when you retire, you’re not alone. But it just got a little bit easier. You now have the recently updated retirement calculator and guide, “Taking the Mystery Out of Retirement Planning”, provided by Uncle Sam himself, to help you […]

• Posted in: Estate Planning

You’ve met with an attorney, you’ve signed a trust, and you’ve brought copies of it home with you in a nice-looking binder . . . Now what? Are you done?  Well, not quite. The very last step of completing an estate plan is to fund your trust. Funding is the process of putting all of your property […]

• Posted in: Estate Planning

Most of us, when we think about divorce, tend to think about people in court, couples fighting, and moving trucks pulling away from the family home; very few people going through a divorce think about their estate plan. But the fact is that you may well need to or want to put your signature on […]

• Posted in: Estate Planning

I always explain to our clients that their Advance Healthcare Directive is a very personal document. It is because it details your wishes for your personal care, including your desire for pain relief, blood transfusions, and life-saving procedures, just to name a few. But it doesn’t have to stop there; your Advance Healthcare Directive can also be […]

• Posted in: Estate Planning

You may have read in one of our previous posts about some of the various options available for distribution of your personal property after your death. Apparently, our firm and our readers are not the only people thinking about the possibility of such a scenario. Anne Tergesen, in her article Divvying Up the Silver, writes […]

• Posted in: Elder Law

“Age is a high price to pay for maturity” – Tom Stoppard Aging is not a common topic of conversation in our culture.  Just look at our movies and television shows and you can see that they are very youth-focused, even our commercials tell us how to stay younger longer.  With all this focus on […]

• Posted in: Estate Planning

If you have thought about your final wishes at all, you have probably thought about who you want to be the beneficiary of your property upon your death; your spouse, your children, or maybe your grandchildren. But as estate planning attorneys, we will ask you to think a little beyond that, to plan for what […]