Estate and Elder Law Information Center
The Importance of Beneficiary Designations - "Carol Page" got a call from the bank — an IRA from her deceased father was found and paperwork needed to be signed. But before the money was made available, a snag was discovered — her mother was named as the beneficiary, and unfortunately, her mother …
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Use It Before It's Gone - The current estate tax exemption is $11.7 million. This is a record high. The “permanent” exclusion is $5 million and is adjusted for inflation from a 2011 base year. Then the Tax Cuts and Jobs Act temporarily doubled it. At the end of 2025, the doubling goes away. So, in …
How to Choose a Trustee - Choosing a trustee to manage your estate when you are gone is an important decision, and one that should not be taken lightly. Depending on the type of trust you are creating, the trustee will be in charge of overseeing your assets and the assets of your loved ones. Most …
How Divorce Affects Your Estate Plan - While your divorce is ongoing, make sure to meet your legal obligations to your spouse while exercising as much control over your assets as possible. Financial law is full of provisions designed to protect your property if anything happens to you, which is just …
Do you need help structuring your estate to manage future long-term-care premiums? Let us help! Choosing the right benefit period plays a big role in how much you'll pay for coverage. How long is the average stay at a nursing home and at an assisted-living facility? That information would …
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