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...
Preserving & Protecting Your Family’s Assets & Legacy
Month: July 2022
Your retirement and the SECURE Act
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...
Do you still need an estate plan if you’re young?
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...
Personal injury in older adults
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...
Recognizing undue influence in estate planning
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...
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