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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...

Assume that, after long and careful consideration, you have implemented an estate plan that you consider ideal for your and your family’s needs. It disposes of your assets according to your wishes in a manner that you think...

Everyone should update their estate plans at various points in their lives, such as when they get married or divorced or when their financial situation changes substantially. One of the most important times to update your...

When thinking about making an estate plan, financial and physical assets often come to mind first — bank accounts, life insurance policies, real estate, cars, personal effects, etc. Increasingly, however, more and more of...