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Family Estate Planning Law Group
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Blending a family is not an easy task, but doing so successfully can create a new and strong family unit. Among the challenges are how to blend finances. Continue reading
Posted yesterday at Family Estate Planning Law Group
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Planning for the hard realities of our later years often doesn’t seem necessary, until we experience the challenges of aging with a loved one. Continue reading
Posted 3 days ago at Family Estate Planning Law Group
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There are steps you can take now to prepare for the cost of assisted living, which is only likely to increase in years to come. Continue reading
Posted 5 days ago at Family Estate Planning Law Group
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Unless you’ve been the one to clean up after an inheritance disaster, it’s hard to comprehend how important estate planning is. Once you’ve been through the wringer, you don’t want to do it again. Continue reading
Posted Nov 17, 2017 at Family Estate Planning Law Group
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A ruling from the IRS, Revenue Ruling 2017-34, will make it easier for an executor who failed to make a “portability election” to take advantage of a DSUE—deceased spousal unused exclusion amount. Continue reading
Posted Nov 15, 2017 at Family Estate Planning Law Group
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An estate plan does a lot more than distribute your assets among family members and organizations that share your values. It also protects you and your loved ones. That’s why everyone needs an estate plan, especially if you have minor children. Continue reading
Posted Nov 13, 2017 at Family Estate Planning Law Group
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Like any other large organization, the VA requires a high degree of self-advocacy to ensure that veterans get the benefits they are due. This is not always fair nor easy for veterans or their spouses. Continue reading
Posted Nov 10, 2017 at Family Estate Planning Law Group
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When all of your time is spent battling the challenges of mental illness or addiction, it’s hard to imagine what the future will bring – but that’s exactly why estate planning is so important. Continue reading
Posted Nov 8, 2017 at Family Estate Planning Law Group
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Part one of putting your affairs in order is having an estate plan in place and updated on a regular basis. Part two is getting your information organized and discussing it with loved ones. Continue reading
Posted Nov 6, 2017 at Family Estate Planning Law Group
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Of all the gifts on your holiday list, perhaps the best one is to have your financial and estate paperwork organized, sparing your family the stress and misery of an estate scavenger hunt. Continue reading
Posted Nov 3, 2017 at Family Estate Planning Law Group
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For the month of November, our blog posts will focus on planning for families, including topics surrounding estate planning needs that may arise as your life and family situations change. Continue reading
Posted Nov 1, 2017 at Family Estate Planning Law Group
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At Family Estate Planning Law Group, we often discuss the importance of aligning assets with your plan, verifying their alignment with financial institutions and tracking changes in assets over time. For digital assets, a new and developing area of the law, there are several things that we should all consider. Continue reading
Posted Oct 30, 2017 at Family Estate Planning Law Group
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Remember that the named beneficiaries of accounts supersede any instructions in your will, so be careful about selecting the right beneficiaries for accounts and keeping the names up to date. Continue reading
Posted Oct 27, 2017 at Family Estate Planning Law Group
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Unintended consequences can occur when dividing up real property, which is often harder to distribute than investment accounts or savings accounts. Planning for real property division must take into account the different circumstances of your heirs. Continue reading
Posted Oct 25, 2017 at Family Estate Planning Law Group
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Estate planning is something that young families need to do just as much as their parents or grandparents. Estate planning is about far more than asset distribution. Continue reading
Posted Oct 23, 2017 at Family Estate Planning Law Group
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The beneficiary of a special needs trust can never control or access trust funds – that is the job of the trustee. A common fear among beneficiaries or their families is that the trustee may not do what’s in the beneficiary’s best interests and that, if this happens, the beneficiary may not be able to do anything about it. Continue reading
Posted Oct 20, 2017 at Family Estate Planning Law Group
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Here are some basics on the use of a “life estate” that will be helpful to start a discussion about whether or not this planning tool might be a good fit for your family. Continue reading
Posted Oct 18, 2017 at Family Estate Planning Law Group
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The number of instances of elder financial abuse is growing dramatically, in every state. Continue reading
Posted Oct 16, 2017 at Family Estate Planning Law Group
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Two years ago, a victory for the elderly occurred when advocates succeeded in having more rights and protections put into place for the surviving spouse of a senior with a reverse mortgage. Continue reading
Posted Oct 13, 2017 at Family Estate Planning Law Group
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The younger you are, the more time you have to make all the right moves when it comes to your 401(k) retirement savings accounts. Continue reading
Posted Oct 11, 2017 at Family Estate Planning Law Group
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It’s one of the topics people really steer clear of: their own death, and what they really want to happen after they die to their remains. It may be an awkward conversation, but it is truly worthwhile. Continue reading
Posted Oct 9, 2017 at Family Estate Planning Law Group
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Setting up a trust to protect your estate and beneficiaries from probate? Excellent! Here’s the next tough hurdle to finalizing your estate plan: selecting a trustee that you can count on. Continue reading
Posted Oct 6, 2017 at Family Estate Planning Law Group
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Singles, especially those without children, might think that they don’t need to have an estate plan. However, it is important to remember that estate planning is for when you are incapacitated, as well as asset distribution. Continue reading
Posted Oct 4, 2017 at Family Estate Planning Law Group
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October marks the 8th annual National Estate Planning Awareness month. From selecting guardians for young children, to planning for incapacity, to making sure that your assets pass the way that you intend so that your family is taken care of, to new and developing areas of the law, there are so many important reasons to plan ahead and keep that plan up to date. Continue reading
Posted Oct 2, 2017 at Family Estate Planning Law Group
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Can a charitable contribution be used to satisfy your required minimum distribution and lower taxes? Continue reading
Posted Sep 29, 2017 at Family Estate Planning Law Group