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Update Beneficiaries to Protect Assets after Gray Divorce

June 28, 2024
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones' futures.
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Should I have an Irrevocable Trust?

June 27, 2024
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
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Maximizing Tax-Free Giving to Children: Estate Planning Strategies

June 26, 2024
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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Harnessing Technology in Aging Care: Long-Term Care Planning

June 25, 2024
Elder law attorneys are vital in bridging the gap between technological advancements in aging services and the robust, secure long-term care planning that seniors need as they navigate the complexities of aging.
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Estate Planning and Long-Term Care: How Can Seniors Afford

June 23, 2024
High healthcare costs often do not align with the fixed income of older individuals, raising concerns about affordability and accessibility. We explore the need for long-term care, why Medicare and Medicaid are not long-term options, and estate planning to plan for skilled nursing care proactively.
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Preserving Your Legacy: Estate Planning for Landowners

June 22, 2024
As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.
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Why You Should Consider Estate Planning Alternatives to Avoid

June 21, 2024
This article discusses the need for protection as we age, what guardianship is and how powers of attorney (POAs) are alternative estate planning strategies that give you more control.
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How to Plan for Beneficiaries with Disabilities

June 20, 2024
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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Business Owners and Estate Planning: Special Concerns

June 19, 2024
For most business owners, the business is the most valuable item on their balance sheet.
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Inherited IRAs: How the 10-Year Rule has an Impact on Required

June 18, 2024
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.
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