The percentage of older adults without a will has remained mostly unchanged, despite the coronavirus pandemic according to a report by caring.com. Remarkably, younger adults with a will show an increase of sixty-three percent comparative to pre-pandemic times. This 18…
Hotel heiress Leona Helmsley left a trust fund for her Maltese dog named “Trouble” to the tune of $12 million dollars in 2007. Unfortunately, pet inheritances ever since have enjoyed a dubious reputation. The Value of an Animal Trust for…
There are currently more than 51 million Americans that are 65 or older, and this number is continually growing due to medical and technological developments. The expanding needs of the US aging population are contributing to an increase in federal…
Imagining how we may perish is probably one of the hardest things we will ever have to think about. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we…
The decision to leave full-time employment and retire can have significant consequences on your future financial situation. The transition to your next phase of life, whether full or semi-retirement, adventure-seeking, or family-driven, requires thoughtful planning to avoid needless surprises that…
This article will help you decide if a trust suits your particular circumstances. For example, maybe you have a disabled child and you want a trust to permit that child to inherit without losing government benefits. Maybe your own or…
Many Americans have been left confused and ill-prepared ever since the coronavirus pandemic started. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike,…
Your home is commonly your most valuable asset and a significant part of the American Dream. So when health begins to fail and the need for long-term care arises, we often get this fear-filled question from our clients: will they…
It can be a challenge to start legally formalizing family values and assets if you start too late. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family legacy is during childhood, then continuing…
Many parents find talking to their children about their finances uncomfortable. Talking about how much money or property you have is usually viewed as taboo. Asking someone else about what they have is often considered impolite. But failing to talk…