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Assisted Reproductive Technology and the Real Impact on Estate Planning

According to data provided by the Centers for Disease Control and Prevention (CDC), approximately 2 percent of all infants born in the United States (83,946 in 2019) were conceived using assisted reproductive technology (ART).[1] ART is defined by the CDC as all fertility treatments in which both eggs and embryos are handled. It can involve […]

Estate Planning for Vacation Homes

Important Questions to Ask When Investing in a Vacation Property   According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] These homes are not only real estate that must be planned for, managed, and maintained, they are […]

Estate Planning Considerations for Couples with an Age Gap

With couples of similar ages, planning for the future is naturally a joint effort. However, if you are married to someone who is significantly older or younger than you, the future can look different and mean different things to each of you. To protect yourself, your spouse, and other loved ones, you need to have […]

Why a Joint Pour-Over Trust May be Right for You

Yours, Mine, and Ours: How Including a Pour-Over Trust Can Simplify Your Planning   A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have gotten or will be getting remarried, married late in life, or have brought or will be bringing significant […]

Estate Planning: A New Year’s Resolution for Your Family

Estate Planning: A New Year’s Resolution for Your Family In January, callers to our office echo a common refrain: establishing or updating their est ate plan is a New Year’s Resolution. Being newlyweds, Tyler and I can relate. On your seemingly endless to-do list, estate planning may feel more like a “have to” than a […]

Bankruptcy’s Effects on Estate Planning

Bankruptcy’s Effects on Estate Planning Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings has declined over the past several years, but there were still a whopping 544,463 bankruptcy filings in 2020.[1] What happens to your estate if you file […]

Caregiving in a Crisis

A caregiver tending to a loved one, a care partner, during a crisis is challenging, and the continuing COVID-19 pandemic deems that being prepared is more important than ever before. Caregivers must balance the need for their care partner’s health and balance it with that person’s safety. As the US heads into seasonally extreme weather […]

America Needs Geriatric Care Managers

Because aging is a highly complex, individualized process, the title of a professional geriatric care manager can be misleading. Depending on one’s healthcare needs, a geriatric care manager (GCM) may be appropriate at age 65 or 105 and any age in between. A geriatric care manager is a highly-skilled advocate for older adults and is […]

Plan Before It’s Too Late

Doesn’t that sound like something your mother would say? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But if no advance planning has been done, and if an elderly parent has broken a hip, say, and is about to be […]

Why Unmarried Partners Should Care about Estate Planning

According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995.[1] More people such as yourself are entering long-term committed relationships without getting married. Unfortunately, many state and federal laws do not protect unmarried couples as they do […]