Who Will Inherit the Family Home?
“You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who...
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- Sep 11, 2019
- 2 min
The Conversation with Your Doctor, Estate Planning Lawyer and Family Members
“The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will...
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Author
- Sep 10, 2019
- 3 min
Here’s What You May Not Know About Roth IRAs
“Roth IRAs are powerful and flexible financial planning tools. They are also complex. As a result, many people aren't familiar with all...
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Author
- Sep 9, 2019
- 2 min
Who Can You Really Trust for Your Financial Accounts?
“Particularly if you’re 65 or older, you may have recently been asked by your financial advisor, custodian or brokerage firm, if you...
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Author
- Sep 6, 2019
- 2 min
When Does a No Contest Clause Make Sense?
“A No Contest clause is mostly what it sounds like. It is a paragraph that can be included in a Last Will and Testament or a trust, which...
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Author
- Sep 5, 2019
- 3 min
Can a Trust Be Amended?
“In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned...
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Author
- Sep 4, 2019
- 3 min
Who Looks Out for the Solo Senior?
“Retirement coach Sara Zeff Geber visited several Northern California assisted living facilities to interview ‘solo agers’—people, either...
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Author
- Sep 3, 2019
- 2 min
What Happens when Both Spouses Die at the Same Time?
“Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die...
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Author
- Aug 30, 2019
- 2 min
Second Time Down the Aisle? Make Sure Estate Plan Is Ready
“The first thing to realize is that as soon as you marry, your spouse is granted certain inheritance rights under law. However, these...
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Author
- Aug 29, 2019
- 3 min
A Sensible Look at Social Security
“As people approach the age of 60, many of them start thinking about how and when to access their Social Security benefits. The basic...
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Author
- Aug 28, 2019
- 2 min
Preparing for the Legal and Medical Aspects of End-of-Life
“We plan for so many transitions in life: births, graduations, weddings, retirement and moves. We want these transitions to go smoothly...
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Author
- Aug 27, 2019
- 2 min
Why an Attorney Should Help with a Medicaid Application
“Many seniors and their families don’t use a lawyer to plan for long-term care or Medicaid, often because they’re afraid of the cost.”...
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Author
- Aug 26, 2019
- 3 min
Why Estate Planning is Essential for Small Business Owners
“Developing a proper business plan, securing financing, marketing, paying taxes and all of the other small, but significant, details will...
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Author
- Aug 23, 2019
- 3 min
How to Plan for Long-Term Care Costs
“A one-bedroom apartment in an assisted-living facility will cost you $194 per day–or about $71,000 per year. A home health aide will set...
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Author
- Aug 22, 2019
- 2 min
Can a Transaction Occur if One Spouse is Incapacitated?
“The wife did not have a durable power of attorney authorizing her spouse to act as her agent in selling the property and now apparently...
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Author
- Aug 21, 2019
- 2 min
Should I Roll a 401(k) Into an IRA?
“What should you do with the money in your 401(k), when you leave your job?” What does it cost to stay or to leave? Small plans, by which...
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Author
- Aug 20, 2019
- 2 min
Estate Planning Basics Everyone Needs
“For many of us, the thought of our own death or incapacity is uncomfortable to consider. Fear of the unknown and uncertainty of things...
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Author
- Aug 19, 2019
- 2 min
Do Annuities in 401(k)s Work for Retirement Income?
“Proposed U.S. legislation would make it easier for employers to offer annuities in 401(k) retirement plans that provide retirees fixed...
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Author
- Aug 16, 2019
- 2 min
Elder Law Estate Planning for the Future
“You make things easier for the children, by planning for the possibility of a nursing home stay because you take the burden off the...
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Author
- Aug 15, 2019
- 2 min
When You Might Want to Take Social Security Early
“Although it’s common to point out why it might make sense to delay taking Social Security benefits, there are legitimate reasons for...
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