Estate and Elder Law Information Center
Have you reviewed and updated your estate plan in the past 3 years? Below is a checklist of events that may prompt you to update: ____ The individuals you have named are deceased. ____ New people should be named in your will (e.g. birth, adoption). ____ Divorce or marriage. ____ New state laws. …
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After a loved one has died, there's so much that needs to be done. Having a checklist of things to do can help you get through it all. The checklist below covers everything from the moment of death through the days and weeks after the funeral. It's most helpful for a close survivor of the deceased, …
Guest Blogger: Richard Eisenberg Contributor from Next Avenue Credit: AP Photo/Marcio Jose Sanchez Aretha Franklin and Prince were undoubtedly brilliant performers, but they made giant estate planning mistakes that you’ll want to avoid. Franklin, who was …
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Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate planning in order is another. But, being socially and psychologically ready for retirement are yet other aspects which people often don’t consider. Be …
[Read more...] about Retirement: It’s not Just About the Money
When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to learn more about this new tool in planning for those who were disabled by age 26. A …
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