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
Swedish Death Cleaning – Is It a Thing?
You may have heard about “Swedish Death Cleaning.” It sounds morbid, but we think the odd name embraces a generally good idea. Help your heirs by...
The Importance of the Financial Power of Attorney
It’s not the first time we’ve talked about it, but today we want to be more direct. For most of our clients, we think their financial power of attorney...
Making Gifts at the End (or Beginning) of the Year
At the end of each year, many of our clients consider making gifts — whether to charitable entities or family members. They experience a lot of confusion...
Making Specific Gifts — and Beneficiary Designations
Planning on making specific gifts in your will? Using beneficiary designations to avoid probate? Hmmmm. We might have a problem.
Unitrust — an interesting alternative for some trusts
So what is a “unitrust”? It’s simple, really: in a unitrust arrangement, the trustee distributes a percentage of the value of the trust each year,...
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