Estate Planning -Planning for a Disabled Beneficiary
When working with an attorney to prepare your estate plan, you will need to decide who you want to leave your assets to upon your death. What if your first …
Estate Planning, Less is More…More or Less
As an estate planning and elder law attorney, I have often urged my clients to consider consolidating their bank accounts, for several reasons. First, it makes …
Estate Planning for IRAs
Individual Retirement Accounts (or IRAs) are financial accounts that allow an individual to invest funds now, take a deduction, and defer payment of income tax …
How Does Divorce Affect my Beneficiary Designations?
When the dust clears after a divorce is finalized, you probably think about making changes to your Will. But you might not realize that the beneficiaries for …
Gifting Assets, Is It Wise?
There are many potential complications when you consider gifting assets during life-especially if you need long-term care such as that offered by an Assisted …