Estate Planning Updates

Lawyer for Life

June 2021
In This Issue:
  • Estate Planning for Second Marriages
  • Tips for a Successful Family Business Succession

Lawyer for Life

April 2021
In This Issue:
  • Do You Need A Trust?
  • If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes

Lawyer for Life

February 2021
In This Issue:
  • A Look at America’s Most Popular Pension Plan: Social Security
  • Five Ways President Biden’s Tax Plan Could Impact Your Finances

Lawyer for Life

December 2020
In This Issue: Your Legacy is More than Just the Money You Leave to Loved Ones What is the Difference Between a Will, a Living Will, and a Pour-Over Will? Now Is a Good Time to Review Your Estate Plan

Lawyer for Life

October 2020
In This Issue:
  • 10 Ways To Maximize Your Social Security Benefits
  • How to Avoid COVID-19 Scams

Lawyer for Life

August 2020
In This Issue:
  • Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
  • The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts

Lawyer for Life

June 2020
In This Issue:
  • Without Your Own Estate Plan, the Government Will Make One For You! (What Could Possibly Go Wrong?)
  • Special Needs Planning Mistakes

Lawyer for Life

April 2020
In This Issue:
  • Planning Documents Every Family Needs… Now More than Ever
  • Estate Planning Challenges For Owners Of Vacation Homes
  • Estate Planning For Young Families

Lawyer for Life

February 2020
In This Issue:
  • How The SECURE Act Will Impact Retirement And Estate Planning
  • Roth IRAs Are Remarkably Flexible Retirement Planning Tools

Lawyer for Life

4th Quarter 2019
In This Issue:
  • The Bank Has Refused Your Financial Power of Attorney. Now What?
  • Social Security Phone Scams Have Become a Greater Threat than IRS Scams
  • Why You Must Keep Your Estate Plan Up-to-Date

Lawyer for Life

3rd Quarter 2019
In This Issue:
  • The HIPAA Release: What It is and Why You Need One
  • Estate Planning Basics: An Introduction to Trusts
  • Choosing a Guardian for Minor Children

Lawyer for Life

2nd Quarter 2019
In This Issue:
  • Know Your Options: The Spectrum of Long-Term Care
  • Reward Your Pet With the Best Treat of All – a Pet Trust

Elder Law Updates

Elder Law Update

July 2021
In This Issue:
  • A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
  • A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses

Elder Law Update

May 2021
In This Issue:
  • Should You Be Concerned About Changes to the Step-up in Basis?
  • Myths and Misconceptions about Probate

Elder Law Update

March 2021
In This Issue:
  • Managing Your Loved One’s Legal Needs: A Checklist for Caregivers
  • Why Your Estate Plan Must Include More than a Will

Elder Law Update

January 2021
In This Issue:
  • Myths and Misconceptions About Coronavirus Vaccines
  • How to Discourage Challenges to Wills and Trusts

Elder Law Update

November 2020
In This Issue:
  • As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
  • Giving to Charity Wisely During the Holidays

Elder Law Update

September 2020
In This Issue:
  • What Is A Revocable Living Trust?
  • What Is Trust Funding And Why Is It Essential?
  • Pets Are More Popular Than Ever. A Pet Trust Could Help Protect Yours.

Elder Law Update

July 2020
In This Issue:
  • 10 Reasons To Update Your Will
  • Early Warning Signs of Alzheimer’s Disease

Elder Law Update

May 2020
In This Issue:
  • Common Misconceptions About Revocable Living Trusts
  • How the CARES Act Impacts Retirement, Tax, and Estate Planning

Elder Law Update

March 2020
In This Issue:
  • The SECURE Act’s Impact on Required Minimum Distributions: What You Need to Know
  • What Happens When the Role of Caregiver Comes to an End
  • Does a Revocable Living Trust Protect Your Assets?

Elder Law Update

January 2020
In This Issue:
  • Planning for Alzheimer’s Disease and Other Forms of Dementia
  • The Gift that Lasts a Lifetime: A College Education

Elder Law Update

3rd Quarter 2019
In This Issue:
  • Medicaid, Nursing Home Costs and the Rumor Mill
  • Quickly Determine What Services are Covered by Medicare by Downloading this Free App
  • Should You Obtain a Letter of Competency?

Elder Law Update

2nd Quarter 2019
In This Issue:
  • The Difference Between Alzheimer’s Disease and Dementia
  • Seize Control Over Incapacity with Durable Powers of Attorney

Elder Law Update

1st Quarter 2019
In This Issue:
  • Know Your Options: The Spectrum of Long-Term Care
  • Reward Your Pet With the Best Treat of All – a Pet Trust

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