» Estate Planning

undue influence

What is Undue Influence?

No one wants to be surprised by a loved one’s Last Will and Testament or trust after their death. But sometimes, undue influence can interfere with an elderly person’s true wishes, causing their estate plan to leave assets to the wrong person. Al… Read More
Read More
Categories: Estate Planning
Caregiver and senior woman in wheelchair holding dandelion, picking wild flowers. Nurse and elderly woman enjoying a warm day in nursing home, public park.

Estate Planning for Alzheimer’s and Dementia Patients

When an older adult receives a diagnosis for a chronic and degenerative illness, it can often lead them to consider setting their affairs in order. But estate planning for Alzheimer’s and dementia patients has some complications you should consider… Read More
Read More
Categories: Estate Planning
Portrait of young woman hugging happy mother on sofa at home

How to Approach Estate Planning for Elderly Parents

As parents age, it is natural for their children to take on more responsibility in assisting them with everything from occasional needs to everyday caregiving. For many, this includes finding ways to approach estate planning for elderly parents. Disc… Read More
Read More
Categories: Estate Planning
Blended family with five children laughing at the park

5 Tips for Estate Planning for Blended Families

Modern families often include second (or subsequent) marriages, half-siblings, stepchildren, and many other types of complicated relationships. That can lead to complications when spouses and children from your various relationships conflict. But you… Read More
Read More
Categories: Estate Planning
Law should know concept, The lawyer explained to the client to plan the case in court.

A Guide to Estate Planning After Divorce

When your divorce is finalized, it can feel like your whole life gets reset. But if you don’t revisit your estate planning after divorce, the legal implications can create chaos for your family in your final days, and may send your family back to c… Read More
Read More
Categories: Estate Planning
living will form

A Living Will Makes Tough Decisions Easier

When a terminal illness or end-stage condition makes you unable to direct your own end-of-life care, it will be up to your spouse, next of kin, or health-care surrogate to make those decisions for you. A living will makes tough decisions easier by gu… Read More
Read More
Categories: Estate Planning
Focus on bunch of several fresh white roses on top of closed coffin lid

What to Do When a Loved One Passes Away

No one wants to hear that someone close to them has died. But you may not know what to do next after it happens. Following this checklist can help you know what to do when a loved one passes away. What to Do First When a Loved One Passes Away The mom… Read More
Read More
Categories: Estate Planning
Mature couple sitting together at table calculating home finances

Options to Resolve Disputes Between Beneficiaries

No one wants to go to court over a loved one’s assets. Disputes between beneficiaries often cut to the heart of family discord and pit loved ones against one another. But that doesn’t mean you have to give up on receiving a fair inheritance or sh… Read More
Read More
Categories: Estate Planning
Close up of living will template

What is a Living Will and Why Should You Get One

Most people think of a Will as something that only gets used after they’re dead. But a living will is different. Understanding what a living will is why you should get one can help you round out your estate plan. It will provide your family with im… Read More
Read More
Categories: Estate Planning
Estate tax from wooden letters and gavel.

Proposed Estate Tax Changes from Harris Campaign

This election year, estate planning has become part of the presidential political debate. With Vice President Kamala Harris making estate tax reform a part of her platform, now is the time to update your estate plan to avoid the tax increases that ma… Read More
Read More
Categories: Estate Planning