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The Art of Gift-Giving
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 […]
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Back to Basics with a Review of Trusts
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 […]
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The Cost of Comfort
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 […]
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Geriatric Care Managers: A New Solution to an “Old” Dilemma
If you have an elderly parent or grandparent, you know how much time and research goes into finding the right care, the right doctor, or the right living situation for them. Caring for the aging population is a growing industry, with new services and options almost every day. Trying to keep up with it can […]
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Funding; the Final Frontier
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 […]
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World Elder Abuse Awareness Day
Do you know anyone who has been the victim of elder abuse? As the pre-baby-boom generation ages, and as the cost of healthcare rises, so do the numbers of elder abuse victims rise as well. Elder abuse encompasses many things, from targeting the elderly in a bank or credit card scam, to the physical abuse […]
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Divorce and 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 […]
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Religion and Your Healthcare Directive
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 […]
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There’s No Time Like the Present
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 […]
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Tackling the Tough Topics
“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 […]
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