If you don’t remember the last time you reviewed your will, checked your beneficiaries on insurance policies or retirement accounts, that’s a big red flag: it’s time. There have been many changes in recent years to the laws that affect…
The rules for distribution notification depend upon a number of factors: is there a will or are the estate assets being distributed outside of probate? What if there’s no will? If a person dies with a will, their will must…
The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we…
It’s likely that the months ahead will see some big changes to IRA and RMD requirements. There’s just no way to know when all of this will occur, especially now that the summer is upon us and Washington prepares for…
Whether you are thinking about life-long finances or planning for retirement, it’s always a good idea to discuss ideas and strategies with a professional. When it comes to an estate plan, your best bet is an attorney who focuses their…
The silver tsunami of Americans aging into 65 or more years puts additional strain on an already overtaxed US health care system which is running low on doctors, nurses, and caregivers. The surge in baby boomer seniors and near seniors…
There was a time when irrevocable trusts were truly irrevocable. However, some states now offer ways to make changes—as long as you follow the rules carefully. Warning: penalties for mistakes can be significant, so work with an estate planning attorney…
Communication between family members before their parent’s pass can sometimes prevent family feuds over possessions, whether they are million-dollar Picassos or a celebrity’s dog dish. Christie’s auction house in New York was the setting for an auction of hundreds of…
People who depend upon each other take their responsibilities seriously. For a family, that includes more than just making sure everyone gets up and out the door in the morning. An estate plan is part of preparing for life’s realities.…
All across the US, there is a new refrain spoken by Medicare home health providers, including occupational, speech, and physical therapists, social services, as well as intermittent skilled nurses: "Your husband (or whomever) is not going to get better, so…