Blog

Oct. 23, 2024

Given the implications of the Connelly decision, estate planners and individuals are considering several strategic adjustments:

Oct. 17, 2024

The Connelly decision has sparked significant discussion for several reasons:

Oct. 10, 2024

The recent U.S. Supreme Court decision in Connelly v. United States has sent ripples through the estate planning community, prompting a reevaluation of strategies and practices. This landmark ruling has introduced new considerations for estate planners and individuals seeking to manage their assets effectively.

Oct. 4, 2024

Adults 65 and older constitute the fasting-growing age demographic in the United States. When it comes to elder care, this expanding population is facing a scarcity in people equipped to support them as they get older.

Sept. 23, 2024

Legal Considerations When planning for digital assets, it's important to be aware of legal considerations:

Sept. 16, 2024

In today's digital age, our lives are increasingly intertwined with technology. As a result, digital assets have become a significant part of our personal and financial landscape. From social media accounts to cryptocurrency wallets, digital assets encompass a wide array of online resources that require thoughtful consideration in estate planning. Creating a digital assets estate plan ensures that these valuable assets are protected and easily accessible to heirs. Here's how you can navigate this essential aspect of modern estate planning.

Sept. 9, 2024

In today's digital age, our lives are increasingly intertwined with technology. As a result, digital assets have become a significant part of our personal and financial landscape. From social media accounts to cryptocurrency wallets, digital assets encompass a wide array of online resources that require thoughtful consideration in estate planning. Creating a digital assets estate plan ensures that these valuable assets are protected and easily accessible to heirs. Here's how you can navigate this essential aspect of modern estate planning.

Sept. 2, 2024

Estate planning is not just about distributing assets; it's also about preserving family relationships and ensuring harmony among siblings. However, disagreements over inheritances can strain even the closest of sibling bonds if not addressed proactively. To prevent potential conflicts and foster a sense of unity within the family, here are essential strategies for navigating estate planning disputes among siblings.

Aug. 26, 2024

Most older adults want to remain in their homes and communities as they age rather than move into assisted living facilities or nursing homes. For those who wish to maintain their independence and continue living at home as they grow older, taking certain steps to protect their physical, mental, and financial welfare is essential.

Aug. 19, 2024

Estate planning is not just about distributing assets; it's also about preserving family relationships and ensuring harmony among siblings. However, disagreements over inheritances can strain even the closest of sibling bonds if not addressed proactively. To prevent potential conflicts and foster a sense of unity within the family, here are essential strategies for navigating estate planning disputes among siblings.