Planning for Long-Term Care Before It’s Too Late
A strong long-term care plan spells out where you would like to live, how you plan to get around, and who will oversee your financial and health decisions when you’re incapacitated.
Estate Plan Updates in the Age of Coronavirus
Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people seeking to update or draft wills and take other estate-planning measures amid the coronavirus crisis.
Why Is Estate Planning more Complicated with a ‘Gray Divorce’?
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
COVID-19 UPDATE: IRS Postpones Gift and GST Tax Filing Deadline to July 15
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
Finalizing Estate Planning Documents while Social Distancing
Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and health care, if they were unable to make decisions themselves.
COVID-19 – Is Your Will Going to be Enough?
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances.
Requests for Estate Plans Reflect Fears about Coronavirus
Lawyers are being bombarded with requests to write wills, update estate plans and prepare health surrogate or “pull the plug” documents, as people are confronted by the realization that they could be diagnosed with COVID-19 and dead within days.
COVID-19 UPDATE: Estate Planning in the Time of Coronavirus
Who will make decisions about your finances and health (maybe even your life) if you get COVID-19?
Common Myths about Your Estate When You Die
Regardless of whether the law makes sense to us, we are all required to abide by it.
COVID-19 UPDATE: Keeping the Most Vulnerable Safe as the Economy Slowly Reopens
With the economy slowly reopening and stay-at-home orders expiring, what do those at increased risk need to know to stay safer?
