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Time to Review Your Last Will & Testament

Posted on April 16, 2018 in Uncategorized

There are often two reasons to update your Last Will & Testament: A major change in your life or the law has changed. I suggest you review your old will with an estate planning attorney – don’t wait until it’s too late to make a change!

Today I want to direct your attention to trust provisions in wills. Many of my clients had included a trust provision to benefit minor children or to shelter their estate from federal estate taxes. If it’s been some time since your will was made, it’s likely that the law has changed or perhaps …


Market Watch

Posted on February 28, 2013 in Elder Care News

How to Cut Your Family’s Elder Care Bills

(The Wall Street Journal – Encore – Glenn Ruffenach) — Among the biggest drains on retirement savings are the expenses associated with caring for an older family member – even before that person requires institutional care. If you’re serving as a caregiver, or soon will be, there are steps you can take to help reduce the size of those bills.

About one-third of the 65-plus population – and about two-thirds of those…