Managing a Big Age Gap in Estate Planning
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
June 12, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Updating Beneficiaries after Gray Divorce
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones’ futures.
May 30, 2024
A Psychiatric Advance Directive is an Additional tool to Consider
Comprehensive estate planning today includes elder law and other strategies that help protect your assets and interests if you experience cognitive decline or incapacity. Have you thought about protecting your mental health and care if you can’t advocate for yourself? This article explores psychiatric advance directives (PADs), their purpose and how to establish one.
May 16, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Estate Planning for Veterans and Active Military Is Important
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
May 7, 2024
Essential steps for Gen Xers caring for Aging Parents
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents’ path into retirement for both generations.
April 15, 2024
Navigating Advance Directives in Dementia Care
The concept of advance directives in healthcare is both a cornerstone of patient autonomy and a source of profound ethical dilemmas, particularly in the context of dementia. This was poignantly illustrated in a recent New York Times article by Dr. Sandeep Jauhar, who shares his personal story about his father’s battle with dementia…
January 11, 2024
Estate Planning is increasingly Popular with Millennials
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
January 3, 2024
Last Will and Testament is different from Living Will
Estate planning legal matters are already confusing enough, so it certainly does not help to have similar names for related but completely different documents.
December 14, 2023