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Estate planning can be complicated (which is one of the reasons why so many people put it off). There are several considerations at play, among them passing your wealth to your children, planning for your long-term care, and...

You’ve probably heard the word “probate” before, and if you have, it likely was not discussed in a positive light. Attorneys and other professionals often speak of the advantages of avoiding probate, but why, exactly,...

In the estate planning realm, power of attorney is among the simplest, most powerful, and most versatile instruments available. Simply put, a power of attorney allows you (the principal) to appoint someone else (the attorney...

Imagine this scenario: You are a teller at a bank and have been dealing with a particular customer (we’ll call her Jen) for several years. One day, instead of Jen coming in herself to take care of her banking needs, a...

A recent case from a neighboring state illustrates the importance of specificity in advance directives — as well as the importance of choosing a healthcare attorney in fact who will carry them out.  Lynne Chesley, an...

Elder planning is an essential component of the aging process. It is also one of the most important things you will ever do, as the decisions you make now can affect your medical care, financial standing, and quality of life...

The Millennial generation is the largest generation in the U.S., with a population of about 73 million. The generation encompasses individuals born between the years of 1981 and 1996, which now puts the oldest Millennials...

At first glance, life insurance may not seem related to the distribution of money and property in your estate plan. However, it can be an integral and important part of a well-drafted estate plan. In addition to providing a...

Four in 10 people believe they do not have enough assets to make a will, according to Caring.com’s 2024 Wills and Estate Planning Study, which surveyed more than 2,400 individuals.  This statistic reflects a common...

With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service (IRS). Our Estate Planning Attorney Discusses the...