Many families enjoy sharing time and creating memories at their family vacation homes, and often there is a desire to preserve the home's ownership within the family system for generations to come. Yet, even seemingly harmonious families can experience discord…
Who should you rely on to maintain your finances when you are no longer able to do so? A power of attorney (POA), also known as an agent to your principal, has the legal authority to represent and make decisions…
Family members often, and naturally, step in to provide health care to their aging relatives. The love and care many adult children receive growing up become reciprocal, especially in the case of their aging parents. But with the advent of…
A letter of intent (LOI), also referred to as a letter of instruction, communicates important information to your loved ones that may not be covered in the general estate planning documents. Your LOI is a valuable piece in your estate…
Studies have found that over 64% of Americans still don’t have an estate plan. Many Americans over the age of 65 believe they lack the knowledge necessary to adequately plan for retirement and are not knowledgeable about basic retirement tools,…
In these times, it is important to keep a physical distance to stop the spread of the coronavirus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside…
As seniors age, they increasingly count on help from family and friends to take care of their financial and health care matters. They often believe that their family members will be able to take care of any issues that arise.…
A complete estate plan contains a legally binding mandate called a will, describing the distribution of assets upon death. If you die without one (intestate), the state will distribute your assets and property via state law and quite possibly at…
Elder law and estate planning are similar in many ways but quite different in others. The Concerns are Similar No matter what age we’re in, life can deliver some hard knocks. Hope for the best, but plan for the worst.…
The COVID-19 vaccine is now more available than ever and more people are eligible to receive it. According to the medical community, vaccinated individuals are significantly less likely to contract COVID-19; however, they may pose a health risk to others.…