The "Sandwich" Generation The term “sandwich generation” was coined to refer to baby boomers who were taking care of their parents while also having young children of their own. Now, as baby boomers age, more and more millennials are moving into the...
Articles
Ask An Attorney: How Do I Select An Executor If I Don’t Have Any Children?
The Executor of your Estate, also referred to as your Personal Representative, has a very important role to fill. The job of the Executor is to administer your Estate according to the instructions that you have laid out in your Will. It is his or her job to settle any...
Lynn St. Louis Featured In Journal Of Business
Our managing partner, Lynn St. Louis, was featured in the Journal of Business talking on the SECURE Act and what could it mean to you! "The new federal SECURE Act makes it harder to sock away generational wealth on a tax-deferred basis, which creates the need to plan...
Will The SECURE Act Impact Your Retirement?
The newly-enacted “Setting Every Community Up for Retirement Enhancement” (SECURE) Act is bringing major changes to retirement plans! This new law makes it easier for workers to save for retirement and provides incentives for employers to help them save. But there is...
5 Reasons to Avoid Online Wills
These five very common “do-it-yourself” mistakes are among the top reasons to seek the guidance of a qualified Elder Law attorney when creating your Will.
3 Estate Planning Tasks For Snowbirds
Traveling for the winter? Don't forget to check on your legal documents! Traveling comes with risks, so give yourself the peace of mind that comes with knowing that your Estate Plan has you covered in case those "what-ifs" turn into reality. Don't have an Estate Plan?...
The “Thanksgiving Talk”
The holiday season is right around the corner! With the family gathered, conversations of the future may arise. Your Estate Plan is something that may not be easy to discuss with your loved ones, but this conversation is often necessary. Last month, we discussed some...
5 More Surprisingly Common Estate Planning Mistakes
To start off the month, we want to give you five more surprisingly common Estate Planning mistakes that, unfortunately, we see too often.
How to select your Power of Attorney
You probably have put a lot of thought and effort over the years into protecting your hard-earned money so it will be there when you need it. It only makes sense to put as much thought into selecting a trusted individual to make decisions for you if you become unable...