Estate Planning

Increasingly, several generations of American families are living together. These multi-generational living arrangements present legal and financial challenges around home ownership.

Have you been officially asked to manage someone else's money?  Four new guides help people who have been given the important responsibility of managing money or property for someone else. ...

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Here is a checklist of trust features you can review yourself.

When planning your estate it is important to understand the difference between probate and non-probate assets.

Elderlaw 101

A federal court has ruled that banks can’t foreclose on surviving spouses of reverse mortgage holders when the spouses can’t pay off the mortgage. ...

More and more, we are conducting our business on the Internet, whether that's online banking, shopping at Amazon and other sites, uploading documents and files to the "cloud," posting videos on YouTube, or communicating with high school classmates via Facebook.

When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it.

The last thing anyone wants after the death of a family member is calls from debt collectors dunning the loved one's estate.

The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the “granddaddies” of college savings accounts.

Elderlaw 101