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Recent Blog Posts

What Is the Probate Process?

It is an honor and privilege to be selected to administer a loved one’s personal and financial affairs after he or she passes away but when the time actually comes to administer the decedent’s estate, it can be a daunting task. Have you found yourself serving as the executor of someone’s estate?  Are you unsure […]

Estate Planning and Divorce: 3 Things to Consider

Divorce is a challenging time that can be made even more difficult when it comes to estate planning for long-married couples.  In divorce, it is often hard to divide retirement accounts and assets amicably and if you now have children or grandchildren, your existing estate plan might need to be updated or entirely revised. If […]

Estate Planning for Single Parents

If you are raising your children on your own, your days are probably filled to the brim with work, kids’ activities and taking care of the household.  Solo parenting is challenging and you probably don’t have time for much else.  There’s no doubt that parenting requires a lot of responsibility and even more so if […]

Speaking with Your Parents About Estate Planning

The relationship adult children have with their parents is usually pretty well defined.  Children are generally not accustomed to advising their parents; it’s usually the other way around.  However, as parents become older and children grow into adulthood and begin to have families of their own, this dynamic can change significantly.  This shift becomes even […]

Preparing for the Cost of Long-Term Care

As you plan for your senior years, you will need to devise a budget and allocate funds appropriately for your elder care.  If you are planning to rely on Medicare to cover most of your health care expenses, there are some things you should know.  Read on to learn more about elder care financial planning. […]

Aging with Alzheimer’s: Protecting Your Finances

One in eight American families will be affected by Alzheimer’s disease.  As this disease progresses, it takes a toll on everyone involved and can fuel a lot of anxiety about the future.  If you have been diagnosed with Alzheimer’s, it is important to understand that you are at a greater risk of becoming a target […]

Recognizing Caregiver Burnout: Meghan’s Story

When a parent or another family member starts to require more assistance on a daily basis, many individuals consider taking on the caregiver role themselves.  Even with professional careers of their own, many people take on the role of caregiver because they feel it is the right thing to do or that they are the […]

Estate Planning and Portability Between Spouses

The American Taxpayer Relief Act (ATRA) of 2012 made permanent the federal estate tax exemption amount of $5 million (adjusted annually for inflation to $5.34 million).  ATRA also permanently established the estate tax concept known as “portability”.  While this change was intended to simplify estate tax exemptions for couples, some find it to be just […]

Pending Changes to VA Pension Benefits

Last year the Department of Veteran Affairs proposed changes to the regulations that affect VA Pension eligibility.  Read on to learn how these proposed changes will affect the VA Pension Program benefits for wartime Veterans and the surviving spouses of wartime Veterans once they are implemented. The VA Pension Program currently benefits wartime Veterans and […]

Preparing for Your First Meeting with Your Estate Planning Attorney

Putting together your estate plan can be a daunting endeavor but with the help of an experienced estate planning attorney, the process will be easier than you think, especially if you are properly prepared for your first meeting.  Your estate planning lawyer will guide you through each of the decisions you will need to make […]