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Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although such products are convenient, using them could create serious and expensive legal problems for heirs.  These digital services appear to offer a cost-effective and easy alternative to visiting an estate planning or elder law attorney. But is online estate planning worth the convenience and …

The Significant Hazards and Examples of Failed “Do-it-Yourself” Estate Planning Read More »

The 2020 election is almost upon us. The recent past has taught us that trying to predict the results of an election can be futile at best. Still, our clients need timely counsel regarding their wealth management, and it is our role as advisors to keep them as informed as possible when it comes to …

Preparing for Possible Tax Law Changes after the Election Read More »

A controversial policy that reduces the benefits of military spouses is on the way out. The so-called “widow’s tax” cuts assistance to surviving military spouses who qualify for benefits under two different military benefit programs. The two programs are: The Department of Defense’s Survivor Benefit Plan (SBP), which allows a military retiree to contribute part …

Long-Reviled Military ‘Widow’s Tax’ Is Finally Being Phased Out Read More »

Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have a plan and make your wishes clear. When passing on possessions to your heirs, savings and investments are easy to divide up, since they can …

How to Divide Up Personal Possessions Without Dividing Up the Family Read More »

The coronavirus pandemic has forced nursing homes to place a number of restrictions on their residents. These constraints are having the unintended consequence of making it more difficult for nursing home residents to vote.  Hundreds of thousands of nursing home and assisted living community residents could be disenfranchised. Older Americans are some of the most reliable voters, but …

Nursing Home Residents Face Even Greater Barriers to Voting Amid Coronavirus Pandemic Read More »