Archive for Estate Planning

Is It Better To Remarry or Just Live Together?

Living together or remarrying can affect pre-existing estate planning documents, benefits, college financial aid and incomes.  If you are considering getting married later in life, be sure to consider the following: Estate Planning. Getting married will affect your estate plan….

Scams and Medicaid Estate Recovery

The passage of Estate Recovery laws will give rise to new scams. Unscrupulous individuals will use estate recovery to try to scare senior citizens into purchasing products that are not in their best interests. Individuals over age 55 can expect…

How Should I Divide My Assets?

A lot of times when I’m meeting with clients they will ask me “how should we leave our stuff?” They have children, grandchildren, siblings, parents, nieces, nephews, charities they like to support and they are having trouble figuring out what…

Help, I need to change my trust!

Trusts were once considered to be only for those with extensive estate assets; however, those days are long gone. Today, even someone with a modest estate can potentially benefit from the inclusion of a trust in his or her estate…

Keep Your Estate Plan Up-to-Date

What image pops into your head when you think “Last Will and Testament”?  For most of us, it is an image cloaked in formality, a thick stack of paper full of detailed directions clearly establishing our wishes.  For others, scribbles…

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