WELCOME TO OUR ESTATE PLANNING & ELDER LAW BLOG
Using 2020 Finances to Plan for an Improved 2021
You’re far from alone if the idea of revisiting your 2020 financial performance makes you shudder. After all, it wasn’t an easy year for anyone (except maybe Jeff Bezos and Elon Musk). Fully 62% of US adults report falling short of their 2020 financial goals while...
The Importance of Estate Planning for Entrepreneurs & New Small Business Owners
The year 2020 left us little to celebrate and yet it wasn’t without silver linings. To point this out is not to make light of the extraordinary pain so many have suffered (and continue to suffer), but simply to acknowledge the few good things that 2020 left behind....
Start the New Year off Right by Ensuring Your Estate is Set Up for Success in 2021
No one, except maybe Jeff Bezos, Elon Musk, and the rest of America’s billionaires, would call 2020 a good year. After all, while the ultra-rich have gotten ultra-richer, the rest of us have been weathering a pandemic and economic downturn of historic proportions....
How to Protect Your Assets from Nursing Home Care Costs
When you think of leading causes of bankruptcy, job loss, divorce or separation, and poor credit management probably come to mind. While there’s no doubt that all of the above are frequent culprits, medical expenses are the single most common cause of bankruptcy in...
Elder Year Health and Home Options: Considerations to Keep in Mind
The holiday season is about gathering friends and family, sharing love, exchanging gifts, and celebrating long-held family traditions. It is a time of year that bridges distances, if only for a moment, and reminds us of our deepest connections. Inevitably, it is also...
It’s Never Too Late—Or Too Early—To Plan for Long-Term Care
In times such as these, it can feel as if folks can’t agree on anything and yet few will argue that 2020 could hardly have been worse. After all, nobody imagined the perfect storm a pandemic tangled by politics would provoke. Unfortunately, 2020 isn’t over and if you...
Probate Horror Stories and Why They Are So Prevalent
In the world of music, Prince is known as a once-in-a-generation talent; in the world of estate planning, he is known as the provocateur of Minnesota’s most complicated probate court case. The brilliant artist who died in 2016 did so without a will leaving an...
Family Business: Creating a Fair and Equal Succession Plan
If you own a family business, you already know the possibilities for conflict are endless. Bring estate planning into the mix and the territory becomes a veritable minefield. For this very reason, many folks put off the issue until too late. As unpleasant as wading...
How to Create a Healthy Family Dynamic When Kids Have to Move Back Home
For the first time since the Great Depression, a majority of US adults (52% to be precise) are living at home. It goes without saying that the Covid-19 pandemic as the resultant economic fallout is to blame. As if 2020 couldn’t help but add insult to injury, this...
What to Know if You’re Inheriting an IRA
First, if you are inheriting an IRA, we offer our condolences. After all, rarely does this happen except when you have lost a loved one. While learning how best to manage this new account might be the furthest thing from your mind right now, it is something to...
Medicaid spend down for the savvy strategist: The rules, restrictions, and requirements to know.
All of us are getting older and we want to make sure that the ones we love are taken care of and have a plan. There is a lot to think about, staying ahead of the curve, and having a plan for long-term care is vital to making a smooth transition into our elder years....
Top Tips on Retirement: Tax & Financial Planning That Everyone Should Know
Retiring should be easy. After all, you’ve spent a lifetime working to get to this point and so it seems only fair that you shouldn’t have to work more in order to finally retire. Unfortunately, as you, yourself, have likely pronounced on more than one occasion, “life...
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