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What Assets have to flow through Probate?

May 31st, 2022 (No Comments)

  The goal of many is to ensure that their assets do not have to flow through probate. This ensures that assets are not tied up in the legal process and saves many headaches for your loved ones. There are many tools that we can employ to ensure that assets do not flow through probate. […]

Estate Planning is a Philosophy

May 13th, 2022 (No Comments)

  The stoics had a practice whereby they would meditate on the possible negatives that could befall them in the future. This was not in an attempt to garner pity, nor was it a woe is me exercise in self-indulgence. They wanted to be prepared. Preparation isn’t just about having a plan but also knowing what could happen […]

The Downside to IRAs: No Such Thing as a Free Lunch

May 4th, 2022 (No Comments)

  Ah the IRA. Now that pension plans have all but gone the way of the dinosaur, the IRA has been the retirement vehicle of choice for the American middle-class. Since it’s inception, the IRA has been touted as a “no-brainer.” Far and wide, financial planners and financial gurus alike feel safe in advising that […]

How to plan for long-term care…

May 3rd, 2022 (No Comments)

No one wants to go to a nursing home. This is something that I have heard time and time again as an elder law attorney. But what happens if you or your loved one has no other choice? The reality is that over 60% of all people in the United States will, at some point […]

Privacy

April 30th, 2022 (No Comments)

In today’s ever more technological world, privacy is becoming more vital to everyone.  In this article I will go through the most common estate planning tools and discuss the privacy implications of each document There are two foundational documents that are effective during your lifetime. These are the General Durable Power of Attorney and the […]

Frankenstein Deeds: The Creature that could save your Real Property

April 26th, 2022 (No Comments)

  It’s Alive! Reborn in the lab of a mad law scientist is a creation that will shock and awe. It’s the Frankenstein Deed—a combination of two types of deeds to make one incredible estate planning tool. The Franky Deed is a combination of the tenants in common and joint tenants with right of survivorship […]

A Story About Jane…..

April 19th, 2022 (No Comments)

I wanted to share a story about Jane. Jane is a spirited young lady at the age of 80. When Jane was younger, she took care of her three children, she was a teacher, and she loved to cook and keep a tidy house. Jane was always a giving person and played an active role […]

Inflation: How does inflation impact my estate plan?

April 5th, 2022 (No Comments)

Estate planning is about both planning to take care of yourself during your life with legal tools like powers of attorneys and living wills. It is also about taking care of your family, money and property should the unexpected happen. There is no denying that we are in an inflationary economic period. How does this […]

DIY Estate Planning

April 5th, 2022 (No Comments)

How do you come up with your own estate plan? That said, the better question to ask might be, should you come with your own plan? While I personally agree that having some plan is better than having no plan at all…estate planning is a BIG area, full of pitfalls for the unwary. When it […]

Don’t Plan!

April 1st, 2022 (No Comments)

Don’t worry about the future. None of us have a crystal ball and none of us can determine what might happen. So why worry about it? While you’re at it, you shouldn’t worry about protecting your assets from probate or the cost of long-term care. Seventy percent of individuals over sixty-five will need some type […]

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