The later stages of life often bring two considerations: planning for retirement and planning for death or other calamities.
The prospect can be daunting. Retirement plans. Insurance. Tax strategies. Asset protection....more
With Veterans Day upon us, it is a perfect time to not only thank those who served our country, but remind them of the special benefits available to them as they plan their estates.
The U.S. Department of Veterans...more
The state of marriage has morphed tremendously since the Brady Bunch first aired in 1969, giving rise to nearly as many blended families as traditional families. For those in this situation, it is important to incorporate...more
Splitting time between two or more places you love is a much-desired retirement dream for many. Some are “snowbirds” – those who live farther north in the United States during the summer and then head to warmer southern or...more
It happens all too often. Fearing the alleged difficulties of probate, families add adult children as joint owners to a real estate deed or onto a bank or brokerage account, hoping to avoid the Surrogate’s court process...more
The choice about whether or not to hire an elder law attorney (or elder care lawyer, as some say) is one that is not to be taken lightly. Unfortunately, it’s a topic that can cause a lot of anxiety both for the aging adult...more
...If you make a mistake in naming beneficiaries for your life insurance policy, you could hurt the very people you're trying to protect. These mistakes can hurt you and your loved ones no matter where you live in the United...more