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Now is the Right Time to Approach Parents about Estate Planning

Estate Tax Gifting Exemption

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. However, because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off—and even more pleasing to avoid them altogether.

What Do I Do with Estate Plan after Divorce?

New Will after Divorce

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.

Is My Will Void If I Get Divorced?

New Will after Divorce

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.

How Does a Conservatorship Work?

Loretta Lynn Estate Planning

Britney Spears’ terrible, heartbreaking conservatorship seems almost surreal. How can someone with so much success and wealth find herself in such a position? Could what happened to Britney happen to you or me?

What are Biggest Mistakes in Estate Planning?

Estate Planning Gifting

As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.

Celebrating 5 Years as a CELA

Certified Elder Law Attorney John McNair

This month I celebrate the five year anniversary of earning the National Elder Law Foundation’s Certified Elder Law Attorney, or CELA, designation. 

Why are Beneficiary Designations Important in Estate Planning?

Estate Planning Assets

Vanguard has sent me a beneficiary designation verification letter. For the primary beneficiary, it says it will be the person I am married to at the time of my death. For the secondary beneficiary, it says, my descendants “per stirpes.” I have one child. Should the beneficiary designation include his name?

Every Adult Needs a Will and a Health Care Power of Attorney

grandparent wealth transfer

A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…

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