Year: 2019
“Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die very close in time to each other.” There are any number of ways a person can inherit assets from another person. They may inherit assets from a trust, through a will or as a […]
“Retirement coach Sara Zeff Geber visited several Northern California assisted living facilities to interview ‘solo agers’—people, either single or coupled, who don’t have children to help them as they grow older.” She was a bit surprised when she couldn’t find any. She then realized that it’s the adult children who push their aging parents into […]
“In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned about this whole deal.” A son has contacted an elder law estate planning attorney now that mom is in a nursing home and he’s unsure about many of the planning […]
“The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps, by keeping these three principles in mind: communication, clarity and customization.” Estate planning for those you love can dramatically change your family for generations. Did you know that in his last […]
What is the right age for you to begin Social Security? There is a lot at stake when one signs up for Social Security, so it is wise to make a careful study of it before the time actually comes, according to The Denver Post in “Road to Retirement: When should you start taking Social […]
So, what happens to your business after you are gone? You have put a life’s work into developing your vision and building a successful business. What do you need now? An estate plan protects that life’s work, according to Bakersfield.com in “Estate planning tips for small business owners“. It makes sense. You’ve likely spent decades […]
Hiring an attorney can save time and money. Rather than wait until the problems arise, it is probably best to hire an attorney up front when planning for Medicaid coverage, according to The Middletown Press in “Use a lawyer for Medicaid planning“. The following are a few reasons it might be wiser to hire an […]
It is a scary topic and easy to decide to avoid the issue. If you make end-of-life decisions ahead of time, it can really turn out to be a kindness to family and friends who won’t have to make those difficult decisions, according to the Flagstaff Business News in “Easing the End-of-Life Transition with Advance […]
What are the inheritance rights and what are the key issues? All major life events should bring some careful consideration of your estate plan and a second marriage is no exception, especially with the possibility of a pre-nuptial agreement, according to nwi.com in “Estate Planning: Planning for second marriages“. There’s a second opportunity to sign […]
“You are still mourning the loss of a loved one and you just learned that you were cut out of the will. What should you do?” First, know that this happens quite a bit. A Forbes article, “5 Things You Should Know About Contesting A Will” says that disgruntled heirs frequently want revenge and their […]
