20 10, 2016

3 Celebrity Probate Disasters and Tragic Lessons

2018-02-02T22:10:44-05:00October 20th, 2016|

With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of the world’s richest and most famous people enter the pearly gates with no estate plan in place, while others [...]

13 10, 2016

Your Estate Planning Binder: Tips for Proper Care and Maintenance

2018-02-02T22:10:44-05:00October 13th, 2016|

You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up [...]

30 09, 2016

Paying for Long-Term Care

2018-02-02T22:10:44-05:00September 30th, 2016|

As individuals age, they often begin to think about where they would like to live out their days. Most would like to stay in their homes for as long as possible. However, this often requires home health care and other [...]

30 09, 2016

Medicare vs. Medicaid

2018-02-02T22:10:44-05:00September 30th, 2016|

When most people think of long-term care, they imagine nursing homes or assisted living facilities. However, there are several different options available for long-term care. The most common is nursing home care, where an individual moves into a nursing facility [...]

29 09, 2016

5 Things Every New Mother Needs to Know About Wills

2018-02-02T22:10:45-05:00September 29th, 2016|

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For [...]

23 09, 2016

5 Mistakes Made by Successor Trustees (and How to Prevent Them)

2018-02-02T22:10:45-05:00September 23rd, 2016|

When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who [...]

18 09, 2016

Stress Test Your Estate Plan

2018-02-02T22:10:45-05:00September 18th, 2016|

So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of [...]

16 09, 2016

Want to Give the Kids an Early Inheritance? 4 Things to Consider

2018-02-02T22:10:45-05:00September 16th, 2016|

If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than [...]

5 09, 2016

Estate Planning for Cross-Border Families

2018-02-02T22:10:45-05:00September 5th, 2016|

Estate planning is always a highly involved process but for cross-border families, estate planning can be rife with difficulties. Those who own assets in foreign countries or are married to a non-citizen spouse have additional issues to consider when estate [...]