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Receiving a diagnosis of Alzheimer’s disease or another progressive form of dementia is always devastating for everyone involved. It is never easy to wrap your head around the changes that will gradually make life more challenging for you and your family.  If you have recently been diagnosed with Alzheimer’s or…

Truth be told, none of us knows what the future holds. The outcome of US tax legislation proposals remains highly uncertain. It is unclear whether estate and gift tax exemptions will be cut in half, but whatever happens will affect all deaths and transfer of wealth after December 31, 2021.…

After Mom and Dad purchased a timeshare in a holiday resort, the resort agent suggested they go into a deed transferring ownership to their children, so that when they pass, the kids can continue to enjoy the home. It seemed like a good idea at the time.    Sadly, after…

According to the 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov, the percentage of Americans aged fifty-five and older who have created a will has decreased from sixty percent to forty-four percent since 2019. As surprising as this decrease is the fact that younger adults…

It is fairly typical for young adults, even those with professional careers aged thirty or more, to believe they are too young to concern themselves with estate planning. Young adults in their twenties and thirties often think they don’t own enough to constitute an estate. However, an estate is the…

Estate planning is one of the most challenging topics to discuss with our parents. Just bringing the topic up can be daunting. Despite the challenging nature of this subject, it is one of the most important conversations we can have with our parents. Having an estate plan in place can…