Planning

Long Term Care Insurance

Americans are living longer.  It is predicted that approximately 70% of individuals over the age of 65 will be unable to complete at least two of the activities of daily living.  By 2025 it is expected that for every 100 middle age individuals, there will be 253 seniors (definition given for “seniors” varied by age […]

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The Modern Family and Estate Planning

Families have changed throughout the years due to divorces, second marriages, blended families, same sex marriages, single parents, cohabitating couples, multinational couples, couples with different religious beliefs, age gaps between couples – all which can require special considerations in doing your estate planning.  You may have one or more of these considerations to be factored […]

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Estate Planning – Who Is On Your Team?

When you say “estate planning”, many people think of going to an attorney and having their Last Will and Testament prepared.  But, is this all that meets the definition of “estate planning”?  Oh no — far from it.  First of all, the term “estate planning” is the production of documents far beyond a Will.  At […]

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The Future of Dying

As we look back in history, the memorialization of the deceased have been very diverse among the cultures of our world. In the U.S., we see a mix of the different cultures based upon personal preferences as well as religious beliefs.  So, what is ahead in the future with regard to dying and memorialization of […]

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Will You Make Your Kids Angry After You Die?

During my career of doing estate administration, I found in the earlier years that the beneficiaries were more appreciative of what they received.  The children got along and all was well.  However, our society has changed and now there are many cases ending up in court to settle matters which were not able to be […]

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Checking In On Your Resolutions – #2

Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR HARD-EARNED ASSETS WORKING FOR YOU?  If you have a savings account or certificates of deposit, are you getting the best interest possible on these assets?  If you have a brokerage account, are your assets working […]

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Checking In On Your Resolutions

So, we are in the first full week of January and life is regaining a normal routine.  How are you doing on your resolutions?  Last week, Yasmeen Khaleel gave a list of suggestions of areas to address with regard to estate planning.  If you read that blog, have you even given it any further thought?  […]

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Salient Considerations in a Time of Transition

NEW YEAR’S RESOLUTION WELCOME 2019!  The new year is upon us and like most individuals, you may have made resolutions for the new year.  Often times when making resolutions, we forget to address the important matters and I challenge you this year to think outside the box and make a resolution to address your estate […]

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When to Re-Visit Your Estate Planning

You have spent days, and maybe even weeks, working with your attorney on your Estate Planning. You finally feel that you have addressed all of your concerns and are comfortable with who your belongings are going to after you pass away. Now, you can sit back and relax and never worry about your estate planning […]

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A Dangerous Assumption – No Need to Do Estate Planning

With changes in the tax laws at the federal level as well as changes to state death tax laws, some individuals may feel that they do not need to give heed to their estate planning. With the new tax law roughly doubles the federal estate-tax exemption, to about $11.2 million per person in 2018, a […]

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