AIM

Estate Planning

Elderly woman sitting by a window, symbolizing guardianship and care decisions for aging parents.

Guardianship of your Aging Parent

Guardianship for an Aging Parent: When and How to Step In As parents age, they may lose the ability to make informed decisions about their health, finances, and daily life. This decline can result from Alzheimer’s disease, dementia, mental illness, stroke, brain injury, or other serious health conditions. If your parent has not created a […]

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Two people reviewing legal documents with a pen and clipboard, symbolizing estate planning and elder law decisions.

Estate Planning vs. Elder Law

Understanding Estate Planning and Elder Law When planning for your future, both financially and medically, you may wonder about the difference between estate planning and elder law. While they focus on different stages of life, they often go hand in hand—especially since many people wait until later in life to start planning. Let’s break down

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Digital security icons with a lock symbol, representing the importance of planning for online accounts and assets in estate planning.

Avoiding 4 Main Obstacles to Digital Era Estate Planning

Planning for Your Digital Assets in Your Estate Plan Our lives are more connected to the Internet than ever before. From smart home devices to online banking, investments, social media, and subscription services, much of our personal and financial life now exists online. Planning for what happens to your digital assets when you pass away

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Gift box with teal ribbon on wooden table symbolizing gifts, inheritance, and estate planning taxes.

Understanding Taxes Related to Gifts and Estate Planning

Understanding Federal Gift and Estate Taxes The Internal Revenue Service (IRS) considers any transfer of assets — whether cash, property, or other valuables — from one person or estate to another a taxable event. These taxes, called gift taxes and estate taxes, can affect how much of your wealth reaches your heirs. Fortunately, most people

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