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 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[...]

Estate Planning is a Gift to the Whole Family We often talk about your estate plan. Have you started one? When was the last time you updated it? Is it accomplishing your goals? This might imply, on the surface, that estate planning is about you and only you, but in the season[...]

The Asset Protection Trust Explained At Elder Advisors Law, we take an innovative approach to estate planning. It matters to us that there is intention behind everything we do and everything we urge our clients to do. We’re not going to urge you to do X, Y, and Z or[...]

These Are The Responsibilities Of Your Trustee You are being responsible, and you’ve decided to develop an estate plan. While you have been studying what’s included in creating one, you have landed on establishing living trusts. But what exactly is this and who should you appoint as a trustee? Put[...]

Peace Of Mind & Special Needs Trusts There are numerous benefits and reasons why someone with a physically or mentally disabled child should create special needs trust. There are scenarios in which having too much money or assets causes more issues than it solves. An example of this is when[...]

Family Businesses & Succession Plans One of the biggest reasons people plan is to avoid potential pitfalls and issues. Even the smallest estate is more complex than most realize. When you sit down with your attorney to create the plan that fits your requirements, not only will you identify the[...]

Benefits Of Choosing A Revocable Trust There are numerous options when creating your Estate Plan.  One of the most popular options is to use a revocable trust.  The main reason why revocable trusts are so popular is that, when they are done properly, they will eliminate the need for your family[...]

You’re Young…But You Still Need An Estate Plan Many people consider estate planning to be a tool reserved for the rich or the elderly. That belief is only partially true . . . anyone who has “stuff” they want to protect or people they want to provide for needs estate planning![...]

You Need An Estate Plan No one knows what the future holds. The value of an estate plan is that you can rest peacefully today, knowing that you have a plan that accommodates the uncertainty of tomorrow. When people say that they don’t have enough assets to warrant an estate[...]