You spend the first half of your adult life trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan, ensuring their wishes come to pass. Your life’s work and ability […]
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
The sandwich generation is growing, here is how to plan Read More »
Whether you have an older adult loved one in your life or you have concerns about the health and financial welfare of the future, an elder law attorney can optimize your planning. Elder law is a highly specialized area of law focusing on the legal needs of older adults encompassing more significant issues like long-term
Why do you need an elder law attorney sooner than later? Read More »
At first thought, life insurance may not seem to have a bearing on how to dispose of your assets in your estate plan. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are numerous other benefits to owning a life insurance policy aside from providing a large sum
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How to protect your inheritable legacy so that its aggregate will exist for future generations requires careful planning. There are always generational differences of opinion as to how best to live and act in the world. Millennials and Generation Xers seem to have distinctly different priorities and politics than their older benefactors in response to
Generational Wealth Transfer and Your Estate Plan Read More »