Estate Planning Articles
Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.
Fair Does Not Always Mean Equal: Avoiding Conflict in Inheritances
As parents, one of the challenges we face is ensuring our children feel as though they’re treated fairly and loved equally. What many may not realize, however, is that sometimes accomplishing this doesn’t include equal divisions, especially after they’ve reached adulthood. This is also sometimes the case with Estate Planning. While it’s designed to efficiently distribute your assets after your death, it’s also meant to see your final wishes implemented. The challenge is making sure your children understand that after assessing the dynamics and factors associated with your family and the needs of each family member, your final wishes may appear to be unfair, even though your goal was always to address the needs of each child versus the collective family.
Claiming More Than Marriage: Important Financial and Estate Planning for Same-Sex Marriages
Many of the obstacles same-sex couples faced until now are no longer unanswered questions or impossible challenges. Due to the Supreme Court’s decision in Obergefell this past June, estate planning, taxes, and other important legal quagmires are a bit clearer – and more easily achieved.
Are You Prepared to Pay for Long-Term Care?
70% of people currently over age 65 will require some long term care someday. That is the estimate of the U.S. Administration on Aging, a division of the U.S. Department of Health & Human Services. Will Medicare or private health insurance pay for it? The short answer is “no”. In the decades ahead, baby boomers will […]
Preparing for Your First Estate Planning Consultation
Many people put off estate planning because of the uncertainty of what it means and what it encompasses. It’s not an overwhelming or time-stealing process, though it is crucial for ourselves and our families.
My Attorney Just Retired – What Now?
Hiring an estate planning attorney has its challenges, especially if your current attorney is preparing to retire or relocate. Here are a few tips that can help you make the transition.
Gifting to Benefit Minor Children
For most families, especially those with considerable assets, gifting is a great way to reduce their taxable estate while providing even greater benefits for minor children.
Understanding the Federal Gift Tax and its Implications
Odds are many of us have heard of the federal gift tax; however it’s not something most Americans face and here’s why.
When Roles Reverse and Your Parents Need Your Help
The aging process can be difficult for those who witness it, and when it comes to our parents, we see it evolve first-hand as they come to rely on us for their needs over the years. What can we do now to make sure they’re better prepared for the future?
Top 10 Reasons Why Your Estate Plan Needs Your Attention Now!
Estate planning was never intended to be accomplished in a single Monday afternoon meeting with your attorney. Your estate plan must be updated to reflect important changes in your life.
When Roles Reverse and Your Parents Need Your Help
The aging process can be difficult for those who witness it, and when it comes to our parents, we see it evolve first-hand as they come to rely on us for their needs over the years. What can we do now to make sure they’re better prepared for the future?

