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November 2018 Archives


estate planning eldercare2.jpgWhile a significant part of Estate Planning is preparing for what your needs may be as you age or if you get sick, many of us fail to consider what the implications will be if one of our loved ones eventually need care. Alongside family strain and fatigue, often comes unexpected, and therefore unplanned for, financial, career, and emotional ramifications.

Being Thankful and Sharing Your Blessings

Estate Planning_thankful.jpgAmericans the nation over celebrated Thanksgiving last week, counting their blessings. It's a time for sharing stories and meals, and family traditions. In his "Being Thankful and Sharing Your Blessings" blog, our American Academy of Estate Planning Attorneys colleague, Steve Hartnett, looks at ways to share your financial blessings as well - without a big tax bill. CLICK HERE for the skinny.

Caregiver Awareness Month Spotlight: Unpaid Eldercare

eldercare photo.jpegNovember is Caregiver awareness month here in the United States. In today's blog we're focusing on unpaid, or informal eldercare - unpaid caregivers (be they spouses, children, partners, neighbors or others) who provide assistance to elders with activities of daily living. This assistance can range from routine tasks such as meal preparation, assistance with shopping or medical appointment setting and transportation - to bathing, dressing and feeding. As you will see, there is a whole lot of responsibility being shouldered by millions.

Protect Yourself From Identity Theft

Identity theft security image.jpgIn the last six years, U.S. consumers had more than $107 billion dollars stolen due to identity theft. The AARP estimates that an identity is stolen every two seconds. Protecting yourself and your loved ones has never been more important.

Did You Know You Could Name Your Trust as the Beneficiary of Your IRA?

estate Planning_IRA_TRUST.jpgThough you cannot transfer IRAs into a trust as you can with other assets, you can name a trust as a beneficiary. There are good reasons to do so, but certain guidelines must be followed. Our American Academy of Estate Planning Attorneys Colleague, Steve Hartnett, breaks down the basics HERE.

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