Blog of an estate planning and elder law attorney

Estate Planning INSIGHTS

Disclaimer: These estate planning blog posts are for general information only. Reading these articles does not establish an attorney-client relationship. Before acting on any of the information presented in this website, you should consult a competent attorney who is licensed to practice law in your community.

Congress Passes the SECURE Act of 2020

Congress Passes the SECURE Act of 2020

The impact of the SECURE Act to some retirees, near-retirees, and their future beneficiaries is profound, and it is imperative to schedule a review of your retirement, estate, and trust plans.

Wealthy Retirees are Cautious on Spending

Wealthy Retirees are Cautious on Spending

While the US economy is in a cycle of more than ten years of economic growth, its citizens, even the “wealthy” ones, are worried about running out of cash and are scared to spend.

When Is a Will Not Enough?

When Is a Will Not Enough?

While a will is a necessary document, it is still a relatively simple document that may not cover everything you want it to.

Common Estate Planning Myths

Common Estate Planning Myths

Estate planning can be a very difficult process. The planning requires us to face the fact that we will not live forever.

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