Elder Law Issues
Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.
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Recent Episodes
Joint Bank Accounts
Joint bank accounts are a useful tool for certain estate planning goals. Unfortunately, there are many pitfalls that people do not anticipate when establishing...
Intergenerational Wealth Transfer
There are several misconceptions about intergenerational wealth transfer. Many families believe that sharing copies of wills or trusts will prevent...
Liz Homes, Indiana colleague, Talks About Interstate Issues
This week we host our valued colleague Liz Homes. She talks about some of the problems a special...
Succession Planning for Family Businesses
Succession Planning for Family Businesses requires careful preparation to balance retirement needs, business value, and family dynamics. A business...
Planning For Digital Assets
Planning For Digital Assets
This episode explains how digital assets affect modern estate planning. Digital assets include social media accounts,...
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