Estate Planning & Trusts Blog Library
Navigating Elder Law, Estate Planning, and Financial Security
Navigating Elder Law, Estate Planning, and Financial Security As we journey through life, we accumulate experiences, wisdom, and assets that shape our legacy. For many Elder Advisors Law clients, the golden years of retirement represent a time of reflection, relaxation, and enjoyment of the fruits of their labor. However, this[...]
Generational Wealth Transfer
Generational Wealth Transfer: Passing on Values and Assets Generational wealth transfer is not merely the movement of financial assets from one generation to the next; it's a process that involves the delicate balance of preserving family values, fostering financial responsibility, and ensuring a lasting legacy. As families embark on the[...]
Estate Planning Tips for the New Year
Estate Planning Tips for the New Year The Elder Advisors Law team knows that predicting what the new year holds for you and your loved ones can be challenging. However, our self-help estate planning tips can help you begin the year with a clear and organized plan, bringing peace of[...]
The New Year is a Great Time to Review Your Estate Plan
The New Year is a Great Time to Review Your Estate Plan. The Elder Advisors Law team would like to add one more item to your New Year’s resolutions list—reviewing your estate plan. Why is it so important to keep your plan up to date? In a word, change. As[...]
A Will is a Key Component of Any Estate Plan, But It’s Not Enough.
A Will is a Key Component of Any Estate Plan, But It’s Not Enough. Our Elder Advisors Law team has observed that when most people think of estate planning, writing out their wills usually comes to mind. While a will can help you accomplish several important planning goals, it’s certainly not a[...]
Could You Benefit from an Irrevocable Living Trust?
Could You Benefit from an Irrevocable Living Trust? An Irrevocable Living Trust is a legal arrangement where the grantor (the person creating the trust) transfers ownership of their assets into the trust. Unlike a revocable trust, once an irrevocable trust is established, the grantor cannot modify, amend, or terminate it[...]
Elder Asset and Wealth Protection: Securing Financial Stability and Security in Later Years
Elder Asset and Wealth Protection: Securing Financial Stability and Security in Later Years Elder Advisors Law considers asset and wealth protection critical to ensuring financial stability and security for seniors and allowing them to enjoy peace of mind as they age. Understandably, one of the primary concerns for aging individuals[...]
The Difference Between Pre-Planning and Crisis Planning
The Difference Between Pre-Planning and Crisis Planning In life, the unexpected could be waiting around any corner, which makes pre-planning and crisis planning crucial for everyone, regardless of age or health. At Elder Advisors Law, we help our clients create plans that account for all possible scenarios. We can also[...]
Top Four Estate Planning Considerations for Veterans
Top Four Estate Planning Considerations for Veterans At Elder Advisors Law, we have the honor of serving many veterans who have bravely fought for our country over the years. Estate planning for veterans is different from estate planning for others because they have special resources available through the Department of[...]
Getting to the Meat of Estate Planning Issues for the Sandwich Generation
Getting to the Meat of Estate Planning Issues for the Sandwich Generation July is National Sandwich Generation Month. Many of you just read that and thought “What’s the Sandwich Generation?” You know Gen Z, Millennials, Gen X, Boomers, The Silent Generation, etc. The Sandwich Generation is not a generation in[...]
