Articles

senior couple with age gap drinking coffee

Estate Planning Considerations for Couples with an Age Gap

With couples of similar ages, planning for the future is naturally a joint effort. However, if you have a large age gap and are married to someone who is significantly older or younger than you, the future can look different and mean different things… Read More
Categories: Uncategorized
Mental illness and disorder concept. Head profile with of a healthy man and head profile with puzzle pieces falling apart.

Mental Health Considerations in Estate Planning

It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults–are affected by mental illness. Understanding this fact can lead to more people getting the help they re… Read More
Categories: Estate Planning
Piggy bank with a graduation mortar board cap concept for the 529 plan and tuition

529 Plan Changes for the FAFSA Form and What It Means for Grandparents (and Grandaunts)

For grandparents who want to leave a legacy to their grandchildren (or grandaunts, such as myself, who wants to help out with the costs for grandnieces and grandnephews), the gift of a 529 college savings plan is an option. Not only can opening a 529… Read More
Importance of Recording a Deed

Untangling Tangled Titles: Homeownership, Property Deeds, and Estate Planning

If you are currently living in a property that you inherited but the deed has not been transferred into your name, you may be surprised to learn that, under the law, you are technically not the owner. This legal situation is known as “tangled title… Read More
Categories: Probate
Group of different sized piggy banks covered by hands demonstrating trusts

The Common Trust: Providing for All Your Children's Needs

Parents strive to make their children feel equally valued as reflected in the fact that, when setting up an estate plan, parents typically divide their accounts and property equally among their children. But while parents strive to treat their childr… Read More
Categories: Estate Planning
social media icons on a cell phone screen

What Happens to Your Social Media Accounts at Your Death?

According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid social media user, have you considered what will happen to your accounts when you die? If you have spent time creating, uploading, and sh… Read More
Categories: Estate Planning
Estate Planning Word Cloud Concept legal terms in estate planning

It’s All in the Family: Understanding Common Legal Terms in Estate Planning That Describe Loved Ones

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, w… Read More
Categories: Uncategorized
Autumn landscape. Autumn October park view. Bench at the autumn alley under colorful deciduous autumn trees, sunny autumn view, autumn park, autumn landscape, autumn trees, autumn morning, autumn park alley, sunny autumn park landscape. Represents Talking to your Parents about Estate Planning.

Five Tips for Talking to Your Parents about Estate Planning

Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this subject and talking to your parents about estate planning can be particularly difficult. Adult childre… Read More
Judge standing behind podium with a judgement

Why You Might Want to Go through Probate

Avoiding probate is a common goal for individuals deciding how they want their money and property to be handled when they pass. It is a worthy one and is regularly promoted by estate planning attorneys across the nation. However, probate is not an in… Read More
Categories: Estate Planning, Probate
First responder vehicles

First Responders: Questions to Consider to Best Protect Their Loved Ones

A first responder are those who have specialized training and who usually arrive first at the scene of an emergency, whether that be an accident, natural disaster, terrorism, or even a pandemic. Included in the list are law enforcement officers, fire… Read More
Categories: Estate Planning