Estate Planning
We tend not to talk or think about end-of-life planning because it’s a difficult topic for us. But without planning for it, we will have fewer options and things may not go as well as we would like for them to. You may wish to pass away in the comfort of your home, but without […]
Read More
The number of older Americans experiencing widowhood or divorce is on the rise, prompting them to form new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating can have unforeseen and unintended consequences without a legally recognized civil […]
Read More
It’s unlikely that people who marry for the second time (or more) are thinking about losing assets to fund their spouse’s serious illness. But that could happen. Costs for long-term care have been rising significantly for years and continue to grow. Studies show that 70% of Americans will need some form of long-term care, which can last […]
Read More
Your elder law estate planning attorney understands the array of qualified information needed to create a sound estate plan.
Read More
It is easy to overlook essential details if you do not have a clear plan or professional guidance.
Read More
Since each person’s situation is unique, every estate plan is different. Here are the basic steps in the estate planning process to get you started.
Read More
Pew Research Center survey findings in 2021 show that 23% of Americans are part of the “sandwich generation”. As the senior population grows and younger adults struggle to gain financial independence, many middle-aged adults find themselves “sandwiched” between their children and parents. This generation is raising or providing financial support to their minor children while […]
Read More
A charitable trust is a type of irrevocable trust that provides income to your heirs while benefiting both you and the charity. If you are philanthropically minded with nonessential assets like stocks or real estate, a charitable trust can offer many financial advantages for all those involved. Once in place, a charitable trust is irrevocable even […]
Read More
Hopefully, you started creating legal documents like medical advance directives, trusts, wills, and insurance policies when you were younger.
Read More
Many retirees or near retirement individuals should look to existing government programs to possibly qualify to receive assistance and reduce the anxiety many Americans feel living on a fixed income.
Read More
Call Today: 215-364-1111