Estate Planning

Blog & Resources

What Should An Estate Plan Include?

Everyone has heard they need an estate plan.  Most people know it should include a Last Will & Testament, but when pressed, don't know what other documents might be required.  An estate plan is more than just a Last Will & Testament.  A good estate plan should not only dispose of your property at death, but should...

Continue reading

How to Find an Elder Law Attorney

Finding the right elder law attorney who is competent to handle your matter is important for you and your family.  As with every major consumer decision, you must investigate whether the attorney can meet your needs and do it within your budget.  Included in this post are a list of questions to ask to determine whether...

Continue reading

Ten Things to Do When You Turn 65

Turning 65 is a milestone birthday, bringing with it Medicare eligibility and the accompanying choices.  In addition, there are a number issues to be addressed. When you turn 65, these are the 10 things you need to do: Sign up for Medicare.  This requires you to apply for Medicare Parts A & B or choose a Medicare Part...

Continue reading

How Often Should an Estate Plan Be Reviewed?

An estate plan is more than just a Last Will & Testament.  It also includes a Durable Power of Attorney, a Designation of Health Care Surrogate or Health Care Power of Attorney, a Living Will, and often a Trust, a Pre-need Designation of a Guardian for a Minor Child or a Pre-need Designation of a Guardian or...

Continue reading

Do I need a trust?

A Trust is a legal arrangement through which property is owned and managed by a person or entity for the benefit of another.  Many people are told they need a trust, but do not understand why a trust would be necessary in their circumstances.  Some of the most common reasons people are told they need a trust are to...

Continue reading