Can I Place My IRA in a Trust?
You cannot put your individual retirement account (IRA) in a trust, while you are living. You can, however, name a trust as the beneficiary of your IRA and dictate how the assets are to be handled after your death.
Which Stars Won’t Leave Their Estates to Their Children?
Many A-listers have an impressive fortune worth millions and sometimes even billions of dollars, but not all of them intend to pass on this wealth from one generation to another.
What Estate Planning Documents Does My Child Need Now That She’s an Adult?
Parents may be surprised to learn that without some specific documents in place, they will no longer be able to obtain information or help their loved one should they be in an accident or other situation, where they can’t advocate for themselves.
Caring for Your Aging Parents – An Elder Law Attorney’s Top 5 Questions and Answers
When the family home becomes unsafe for one or both of your aging parents, it may be time to consider some sort of alternative arrangement.
What Should I Know About Joint Tenancy?
Joint tenancy is an arrangement that allows beneficiaries to access your account, without having to go to court.
Share Your Estate Plan Now to Protect Your Family When You Are Gone
Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.
Having “The Living Will Talk” – Resources to Help You
Sometimes, priming yourself and your loved ones can provide a starting point for the end-of-life conversation. Podcasts are a popular way for people to learn new things--why not end-of-life care options?
Holiday Gatherings Can Reveal Declining Capacity in Aging Family Members
It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice that things seem … off.
Luke Perry’s Estate Planning – How Well Did He Do?
Luke Perry’s passing on March 4, 2019 was a sad moment for many, since his iconic role on Beverly Hills 90210 is forever etched in pop culture. However, in the eight months since his passing, it has become clear that unlike most celebrity estates, Luke Perry was financially savvy.
Can You Tackle Elder Law on Your Own?
The disadvantages of do-it-yourself elder law estate planning are costly errors, omissions and neglecting protections.