Estate Planning Blog Digest

More details are released about a Valley man accused of threatening to kill his brother over inheritance money.

The COVID-19 pandemic, which has kept many workers home, was a kind of test drive for retirement. You learned what it’s like to stay out of the office for long periods of time. However, many companies are hurting because of the economic turmoil from the coronavirus, and if you’re 50 and older, and your employer needs to cut costs, they may be looking at cutting you from the payroll.

Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.

The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

Finding and elder law attorney is as easy as googling, “elder law attorney near me.” Anyone can find an elderly law attorney but finding the right one is where things get a tad difficult. If you want your elder law case to be in the right hands, then you might have to do a bit of digging.

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.

A will is just one of several legal documents that help your loved ones know your end-of-life wishes.

We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.