Planning For Retirement And Enjoying The Remaining Years

When it comes to planning for retirement, the most important person may, probably, be a financial planner or someone to make sure that you have enough money to enjoy those

My Loved One Will Stay Home Forever

This is a statement that we hear on a regular basis in our office when we talk about aging and potentially needing assistance for our loved ones in the future. 

My Spouse Died, Am I Liable for his/her Debts?

As estate planning and elder law attorneys we receive this question all of the time. As a general rule of thumb, the answer is no, you are not liable for

My Loved One Wants To Stay Home, But We Are Open To The Possibility Of Other Arrangements

We often make recommendations to local handymen to be able to make changes or adaptations to the home, and we certainly have numerous referral sources for medical and non-medical care

How Technology is Changing the Estate Planning Landscape

It is so easy these days from the comfort of our homes to be able to learn all about our ancestry and to be able to take DNA tests to

I Don’t Trust My Trustee. What Can I Do?

It is important to understand that a trustee is a fiduciary and is held to a higher standard of duty.  It is imperative as a beneficiary of a trust that

I Am a Beneficiary of an Estate. How Long Will it Take For Me to Get My Money?

This is a question that we receive at least once a month if not more in our office.  Individuals who were named in a Last Will and Testament as a beneficiary,

How Can I Avoid Probate? 

A week probably does not go by in my estate planning and elder law practice that I do not hear this question.  We spend a lot of time in our

Having “The Conversation” or “The Talk” With Your Adult Children About Their Inheritance

It is very rare for us to assist a family with their estate planning that we are not asked from the parents whether or not they should talk to their

Estate Planning Basics

Many people come into our office wanting to know what planning they need. We often are able to demonstrate very quickly that it is impossible for someone to know exactly