Can I Avoid Disagreements in My Family about Mom’s Caregiving?
According to the “Caregiving in the U.S. 2020” report by AARP and the National Alliance for Caregiving,…
How Do I Conduct an Estate Inventory?
When a loved one dies, it may be necessary for their estate to go through probate—a court-supervised…
What are the Most Important Estate Planning Documents?
Odds are that you know the benefits of having a last will and testament, and Forbes’ recent article entitled “Estate…
Senior Second Marriages and Estate Planning
For seniors enjoying the romance and vitality of an unexpected late-in-life engagement, congratulations! Love is a wonderful…
Why Have a Joint Revocable Trust?
If you’re married, you are eligible to use a joint trust instead of having individual trusts. This…
How Do I Know If Dad is a Victim of Elder Abuse?
According to the National Council on Aging, about five million seniors are financially exploited each year by…
Does ‘Gray Divorce’ Fit into Estate Planning?
According to the Pew Research Center, the divorce rate has more than doubled for people over 50…
Is Putting a Home in Trust a Good Estate Planning Move?
A typical estate at death will include a personal residence. It’s common for a large estate to…
What Is a Pour-Over Will?
A pour-over will is a particular kind of will created to work with a trust, with a…
What If You Don’t have a Will?
A will is a written document stating wishes and directions for dealing with the property you own…