February 9, 2018

Understanding Contract Provisions as a Component of an Estate Plan

Reviewing contracts that control our accounts and asking questions about those agreements has become a necessary component of estate planning.
November 7, 2017

Elder Abuse Prevention & Prosecution Act

A federal law passed in October 2017 is aimed at combating Elder Abuse through a more thorough understanding of the issue and prosecution of the perpetrators.
January 4, 2017

2017 Tax Law Changes and You

Signed into law on December 22, 2017, the Tax Cuts and Jobs Act of 2017 contained several provisions that affect the majority of Americans, especially seniors.
September 1, 2015

Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
July 9, 2015

Recognizing Elder Abuse: Real Threats to Seniors

Elder abuse is defined as “any knowing, intentional, or negligent act by a caregiver to an elder person that causes personal, financial, or physical harm or serious risk of harm.”
June 17, 2015

The Importance of Establishing Advance Health Care Directives

An Advance Health Care Directive can be oral, but usually is a written legal document. It expresses a person’s wishes about what should be done if they later become incapable of making their own healthcare decisions.
May 18, 2015

The Pros & Cons of Co-Owned Accounts (JTWROS)

This article specifically addresses the Pros and Cons of accounts that are titled ‘Joint Tenant with Rights of Survivorship’, (JTWROS). An account, titled in two or more persons’ names that have rights of survivorship, is jointly owned by those individuals.
April 17, 2015

Ownership of Assets

There is a common misconception that all real and personal property will pass through an individual’s estate upon his or her death. Though, some assets avoid the probate process altogether depending on how the property is titled.
December 18, 2014

A Single-Minded Approach: Estate Planning for the Unmarried

With no family to provide for, many singles may feel that having a plan isn’t a necessity. However, the truth is that estate planning for single individuals is just as important, and sometimes more complex, than planning for married couples.