America has three major housing issues for seniors: affordability, physical accessibility, and access to medical care and other services. There is a need for creative solutions to housing.
Category: Estate Planning
For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents some challenges and opportunities in high-net-worth estate planning and the ability to transfer
A probate court validates a will and ensures an executor manages the decedent’s assets and debts in accordance with the law and the decedent’s wishes. To begin probate, a personal representative or executor must file with the county court where the decedent lived, even if there is a property for
In estate planning, special needs children require special consideration. You’ll need to assess how your child will be able to function in the world as they age. There are many questions to answer, including: What is the child’s long-term prognosis What type of care is anticipated to meet their needs?
Adults rarely create wills, let alone estate plans that address their online profiles. As your online presence grows professionally and personally, taking charge of your digital assets and plans for them after you die becomes important. Some social media companies like Facebook, Instagram, and Twitter provide users with options to