Why Every College Student Should Have an Incapacity Plan

Q. My 18-year old daughter, Madison, will be a freshman in college in the fall. At her high school graduation party, my friend Phil told me that he is already doing estate planning for his own daughter, and he told me that it is … [Read more...]

A Parent has Alzheimer’s and a Gun. What Do You Do?

Ever since Gregg Schnepp retired, his favorite activity has been gathering with his friends at the shooting range. According to his wife, Joanne, who is a strong believer in the right to bear arms, “shooting is about his only … [Read more...]

Special Alert to Existing Clients and Potential Clients

YOUR LIVING TRUST MAY HAVE OUT OF DATE PROVISIONS AND NEED TO BE REVISED AS SOON AS POSSIBLE. A once-popular estate planning tool, called a "Credit Shelter Trust” or – also called a "Bypass Trust" or a "Family Trust” -- may now … [Read more...]

Critter Corner: Keeping My Estate Planning Documents Current

Dear Angel and Commander Bun Bun, I wasn’t sure who to pose this question to, so I thought I would ask both of you.  Throughout the last decade, I have gone through so many changes in my life. Eight years ago, my wife passed … [Read more...]

The Estate Planning of Prince, Harper Lee, and David Bowie

In 2016 so far, we have said farewell to some of the most legendary names in music, film, literature, and television, including Prince, Harper Lee, and David Bowie — all within the first four months of the year. While nothing can … [Read more...]

The Most Important Awareness Day of the Year (and only 20- 30% realize it!)

Anne is 71 years old, and her health is rapidly declining. When her time comes, she is confident that she wants to donate her organs to help someone else live a longer and healthier life. She also wants to be buried next to her … [Read more...]

April 29 Marks the End of a Major Social Security Loophole

Q. I remember reading an article that you published last fall about The Bipartisan Budget Act of 2015, where you mentioned that the end of file-and-suspend would be happening in six months. I am concerned about the impending … [Read more...]

New, Overlooked, and Odd Tax Deductions for Seniors

Q. With tax season upon us, I am preparing for the grueling task of filing my taxes.  I am aware that every year, the IRS makes a litany of changes to the tax code and Congress often weighs in with its own alterations as well. Of … [Read more...]

I’m Not Dead Yet!

Q. When my Aunt Barbara died in 2002, my cousins had to rely on the legal system to help negotiate with their half-brother over her estate. To sell her personal possessions, the family had a large auction. They all agreed to keep … [Read more...]

Top 15 Articles of 2015

From the 50th birthday of Medicaid and Medicare and the 80th birthday of Social Security to the once-a-decade White House Conference on Aging, we covered a lot of ground in 2015. It was a year that included a new act being passed … [Read more...]