Legal

Legal

Life Insurance Beneficiary Mistakes

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy's beneficiaries should be a relatively simple task, some situations can easily lead to unintended and adverse consequences. ...
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Inheritance Talks with Your Family

My dad and my in-laws are 90 years old and unicorns. They don't want gifts, although my dad always appreciates a good book and a restaurant gift card. Instead, they're the ones who have given us, their children, gifts: the inheritance talk. That makes them unicorns, based on conversations with friends whose parents have never discussed their estate plans with them. ...
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Creating a Living Will

Do you need a living will? Do you know what one is? DNR, POA, POLST. We sort through the alphabet soup and help you get a better understanding about this important document. ...
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What Does ‘Incapacitated’ Mean in Elder Law & Estate Planning?

What does 'incapacitated' mean and why should you care? An attorney explains the implications and how it factors into your financial and estate plans. ...
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What You Should Know About Probate

Most estate planning attorneys can help you craft an estate plan that minimizes or avoids probate, a time-consuming and often costly process. It's important to understand how to navigate probate and what to do now to make it easier later for loved ones. ...
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Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan. ...
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Social Security Benefits Rising 3.2 %

More than 66 million Social Security beneficiaries will see a 3.2 percent cost-of-living adjustment (COLA) in the new year. On average, Social Security retirement benefits will increase by more than $50 per month, starting in January 2024. ...
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No More Medical Bill Surprises

The No Surprises Act is a federal law enacted to protect patients from unexpected medical bills. It aims to eliminate surprise medical billing, an issue that affects older adults far more than anyone else. ...
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