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It can be a challenge to balance the respect you have for your parents with the need to proactively support them as they age. They may take offense when you make suggestions regarding how they manage their daily lives or finances. The suggestion, such as that they may...
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became law in 2019. As its name suggests, this law is aimed at increasing access to tax-advantaged retirement accounts and preventing Americans from outliving their assets. The Act makes it...
While the definition of “estate plan” varies widely and the meaning of “young” is extremely relative, the answer to the question is a resounding YES! If you are over the age of 18, you need to engage in some form of estate planning. Proactively planning for...
As you may suspect or know, older people can be more prone to certain injuries. One type of injury that falls into this category is a head injury. I had an elderly client, in a fairly small motor vehicle, stopped at a red light. A very large SUV made a left but cut...
Estate planning is an important and necessary endeavor for everyone, especially for your family members who are vulnerable due to cognitive deficit, physical frailty, or isolation. Those vulnerabilities may lead to manipulation of the individual by someone not...
Individuals often wish to make lifetime gifts to their loved ones as part of their estate plan. They frequently desire to make direct gifts to their beneficiaries because it is less complex than creating and utilizing a Trust. However, a properly structured...
One of the most fundamental estate planning documents is the Last Will & Testament. In a Will, the creator, or testator, can appoint an executor to settle the affairs of the estate, which includes, among other things, paying expenses and distributing assets to...
So, what if someone turns down your car accident case? I have a client who was in a car accident. She was driving a car, going straight and the other vehicle made a left turn in front of her. The other vehicle said it had a green arrow, and my client said she had a...
You never know when a serious illness or accident will occur; hence, the importance of having a health care proxy. Equally important is your choice of an agent to make health care decisions on your behalf if you should become incapacitated. About the Health care Proxy...
There are times in our lives when we cannot convey our wishes as well as we would like. Perhaps a car accident, fall or illness led to a brain injury that leaves us in a coma or unable to communicate. Whatever the reason for the inability to share our wishes, we can...
