5 Times In Your Life to Review Your Estate Plan from Roger Levine As estate planning lawyers, one of our biggest challenges is ensuring our clients make routine reviews of their estate plans. Here are five times when a review is most certainly called for, but remember, you can make changes any time. … [Read more...]
How to Pay for Nursing Home Expenses
Here is one thing you never want to think about: the idea that you could end up needing long term care in a nursing home in the future. While you will do your best to avoid this, you never know what the future holds. You could become ill or injured. Either way, if you are unable to take care of yourself at home, a nursing home could be your only … [Read more...]
How to Choose a Power of Attorney Agent
Creating a power of attorney sounds simple. This is an essential part of your estate plan, so you don’t want to overlook the importance any longer. Instead, you need to tackle this process head on and put it behind you once and for all. There is more to a power of attorney than meets the eye. For example, there are many types. You may decide to … [Read more...]
Taking the First Step In Estate Planning
We’ve heard that the first step is always the hardest, whether it’s getting married, starting a new job or closing a chapter in our lives. The same holds true with estate planning. We don’t know what to expect, how much it’s going to cost us, the real benefits of taking the plunge or even if we’re too young to even consider estate planning. For … [Read more...]
Supreme Court Decision Has no Changes for Civil Union Couples
The recent United States Supreme Court decision in the case of United States v. Windsor effectively ends marriage discrimination on the federal level. It equals the playing field between legally married same sex couples and their traditional counterparts. This decision fully recognizes same sex marriages in the states where they are currently … [Read more...]
A Life Changing Event
The death of a spouse is one of the most life altering events you will experience. The sense of loss and the upheaval in your day to day life is enough. Couple that with the process of unwinding the estate of your beloved spouse. It is little wonder that many experts recommend putting off any irreversible life decisions during the first year … [Read more...]
Understanding the Durable Power of Attorney
In estate planning, the durable power of attorney is extremely important for a number of reasons. It allows you to decide who will step up to the plate and carry out your financial decisions and affairs should you become incapacitated. Needless to say, when deciding who to appoint as a Power of Attorney, it’s a powerful role you’re filling and your … [Read more...]
Importance of a Pour Over Will
If you have already created a revocable living trust, you will still need to have a will. The vast majority of your estate should be in the control of your trust, but there will almost always be some assets that will lie outside the trust. The pour over will transfers your remaining assets to your trust at your death. When you are using a pour … [Read more...]
Retain Your Reserve Fund
Your Social Security check stops when you die. Your financial institution legally must return any payments that are received after you die. Is your family going to be able to weather this major disruption to the household income? Hopefully you are not counting on VA benefits or your federal annuity to close the gap in cash flow; they will stop at … [Read more...]
Caring for Your Minor Children
If you have minor children, consideration must be made for their care in any prudent estate plan. If you are survived by the child’s other parent, this parent will normally take custody upon your death. If they have predeceased you, or extenuating circumstances exist, another guardian should be listed in their place. When you are selecting an … [Read more...]
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