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What Do People Think About Government-Paid Long-Term Care?

October 3, 2022

A majority of adults are in favor of policies subsidizing some long-term healthcare costs, with support coming from both Democrats and Republicans.

Estate Planning

What Is the Purpose of a Marital Deduction Trust?

September 30, 2022

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.

Estate Planning

How to Maximize Lifetime Social Security Benefits

September 29, 2022

As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.

Estate Planning

Did Actress Anne Heche have a Will?

September 29, 2022

The oldest son of Anne Heche has filed a petition to assume control of the late actress’s estate.

Estate Planning

What’s a ‘Pot Trust’?

September 28, 2022

A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.

Estate Planning

There are Less Restrictive Alternatives than Guardianship

September 28, 2022

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

Estate Planning

When Do I Need to Review Will?

September 23, 2022

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

Estate Planning

When Will Hearing Aids Be OTC (Over the Counter)?

September 22, 2022

On Aug. 16, 2022, the Food and Drug Administration (FDA) published its final rule establishing a new over-the-counter (OTC) hearing aids category.

Estate Planning

What Disease Affects Nearly Half of Seniors?

September 21, 2022

As awareness of dementia has grown, a startling fact has come to light: Nearly half of all older adults — 47% — die with a diagnosis of that condition on their medical record, according to recent research out of the University of Michigan and published in JAMA Health Forum.

Estate Planning

Estate Planning Tips for Solo Seniors

September 20, 2022

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

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Hablamos Español!

Estate Planning and Probate Blog

What Do People Think About Government-Paid Long-Term Care?

What Is the Purpose of a Marital Deduction Trust?

How to Maximize Lifetime Social Security Benefits

Did Actress Anne Heche have a Will?

What’s a ‘Pot Trust’?

There are Less Restrictive Alternatives than Guardianship

When Do I Need to Review Will?

When Will Hearing Aids Be OTC (Over the Counter)?

What Disease Affects Nearly Half of Seniors?

Estate Planning Tips for Solo Seniors

Hablamos Español!