What Will I Get From Social Security?
May 24, 2024
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Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
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Trusts Explained: How Do My Heirs Receive Money?
May 12, 2024
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This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
Revocable Trusts – What Is the Primary Purpose?
May 9, 2024
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Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.
How to Create a Digital Estate Plan
April 27, 2024
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From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.
How Parents and Adult Children Talk about Money and Aging
April 24, 2024
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It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
National Healthcare Decisions Day – Start the Conversation
April 16, 2024
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Today, April 16, is National Healthcare Decisions Day (NHDD). So what does that mean? According to the webpage of the Conversation Project (National Healthcare Decisions
Wendy Williams’ Guardianship
April 16, 2024
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In 2022, the 59-year-old was placed under temporary financial guardianship after her bank, Wells Fargo, claimed in a New York court that she was an ‘incapacitated person’ and the ‘victim of undue influence and financial exploitation,’ according to The Hollywood Reporter.
Grantor Trust vs. Non-Grantor Trusts: What are the Differences?
April 7, 2024
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As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…
Would Your Family Benefit from a Living Trust?
April 5, 2024
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Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
Beach Boy Brian Wilson’s Story (and how to avoid conservatorship)
March 20, 2024
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The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
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