Search Results for: estate planning

Critter Corner: What Do All These Estate Planning Terms Mean? 

Dear Raider,  I’m finally ready to get my Estate Planning documents done. When I talk to my friends and my husband, all these terms I’ve never heard of come up. Can you enlighten us on some of the common terms used in … [Read more...]

Does Estate Planning Include Financial Planning, and Should Your Estate Planning Attorney Also Be a Financial Planner? 

When you go through the legal process of Estate Planning, this includes you deciding: (1) who you want to receive any real estate, savings/investments, tangible personal property, and other assets of yours after your death; (2) … [Read more...]

Comparing Elder Law and Estate Planning — What’s the Difference?

Elder Law and Estate Planning serve two different functions, yet they are both equally important. One thing that sets them apart is that Elder Law concentrates on preserving your assets while you are alive, while Estate Planning … [Read more...]

More Problems with Beneficiary Designations — Usually Beneficiary Designations Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t

Note: This article is Part 3 in a series on the Problems with Beneficiary Designations. Links for the prior two articles are below and at the bottom of this article. Please click here to read Part 1 and please click here to … [Read more...]

How Estate Planning Helps You and Your Caregiver

Dear Angel, I have Parkinson’s and need lots of care, and I know things are just going to get tougher. My sister is my caregiver who helps me full-time. I heard that getting my estate planning and long-term care planning in … [Read more...]

Are Transfer on Death Deeds a Good Alternative to Estate Planning?

Q. I was recently discussing with my husband what would happen to our house in Annandale, Virginia when we are no longer around, especially since we don’t have our estate planning in place yet. One my friends’ parents recently … [Read more...]

Why Should Millennials and Gen Zers Care About Estate Planning?

Dear Raider, I’m in my 20’s and have never thought about estate planning. My older sister recently told me at a family gathering that she has her estate planning documents in place. I don’t understand why she would want to do … [Read more...]

Three Things Most People Get Wrong About Estate Planning 

Q. I just saw that it’s Estate Planning Awareness Month! We had our estate planning documents done through your firm a couple years ago. I’m trying to convince my sister and parents to do the same, but they have some objections, … [Read more...]

Critter Corner: Do People See More of a Need for Estate Planning Due to Inflation? 

Dear Hayek,  Estate planning is very important, in my opinion. Inflation, however, has made many of us reconsider our priorities when it comes to our financial futures. Is there any correlation to inflation and people seeing … [Read more...]

Medicaid-Style Estate Planning

Medicaid-style Estate Planning is designed to provide appropriate comprehensive estate planning along with protection against Medicaid Estate Recovery. It includes everything in Level 1 Planning, plus a specialized Last Will and … [Read more...]

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