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Aging in Maine

Estate Planning

Estate planning for entrepreneurs

Estate planning for entrepreneurs

Entrepreneurs share specific characteristics: motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication and collaboration, flexibility, and decisiveness. These individuals create new businesses bearing most of the risks and reaping most of the rewards if successful. Because of their innate attributes, an estate planning process can be markedly different from others because entrepreneurs often have …

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estate plan

Estate planning is more important than ever

The truth is none of us know the future. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not, and whatever happens will likely affect all deaths and transfers of wealth after December 31, 2021. Whatever the outcome, there are still …

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family feud estate plan

Don’t let a family feud turn into a legal feud

The drama, the cost, the lost time, the broken relationships – there are so many ways that family feuds and estate planning during end-of-life care for a parent and inheritance can have serious repercussions when these problems reach the status of a legal filing and court case. You can take steps moving beyond the possibility …

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sandwich generation

The sandwich generation is growing, here is how to plan

Anyone experiencing the struggle of simultaneously caring for children and aging parents is part of the sandwich generation. Although generation is part of the phrase, it does not refer to people born at a specific time. Typically these “sandwich” family caregivers will be in the thirty to forty-year-old age range and balancing duties to provide …

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