Why Seniors Should Engage in Estate Planning

When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 40 percent of those between 53 and 71, according to survey data, lack any type of estate plan....

Elder Law and Estate Planning – What’s the Difference?

Most people know what an estate planning attorney does, but the term “elder law” can be a little more confusing.  The concerns between the two overlap.  But there are definitely some important distinctions. The Similarities No matter how old we are, life can deliver...

How to Coordinate Your Retirement and Estate Plans

We often think of retirement accounts as huge resources. It is easy to see why – we spend our working years socking away money for our future. Unfortunately, though, the rising cost of health care can quickly deplete even the largest of retirement funds. Because...

When is “Living Probate” Necessary?

If you become incapacitated, who is going to take care of you?  You will not be able to make medical decisions for yourself and you will not be able to manage your day-today affairs.  If you do not have the appropriate estate plan in place, your family may be headed...

Documents for Health Care and End-of-Life Decisions

When a tragedy strikes or there is illness and we don’t have our affairs in order, most of us will regret not having taken care of things ahead of time.  The truth of the matter is that most people procrastinate when it comes to getting legal planning documents in...

Beyond Wills and Trusts: The Other Three Documents Everyone Needs

When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete: A Living Will A Health Care Power of Attorney A Financial Power of Attorney Planning for...