15 11, 2021

The 6 Biggest Estate Planning Mistakes

2021-11-14T11:38:22-05:00November 15th, 2021|

If you’re like most people, you have the best of intentions regarding how you want your estate distributed when you die or your affairs handled should you become incapacitated. Unfortunately, without proper planning, your best intentions may not be enough. [...]

5 11, 2021

Who Makes Health Care Decisions When You Can’t?

2021-11-05T11:39:51-04:00November 5th, 2021|

Being able to make health care decisions for ourselves is so important to us, but what happens if you become incapacitated and are unable to voice your opinion?  If you don’t have a health care proxy or guardian in place, [...]

10 09, 2021

How to Use Intrafamily Loans as Part of Your Estate Plan

2021-09-10T13:31:04-04:00September 10th, 2021|

When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the [...]

3 09, 2021

Online Survey Helps Older Adults Assess Their Financial Vulnerability

2021-09-03T09:20:34-04:00September 3rd, 2021|

All older Americans are vulnerable to financial abuse, but there are certain circumstances that make someone more likely to be scammed. An online survey can help older adults (or their caregivers) assess their risk of being exploited based on how they [...]

16 08, 2021

Preserving the Family Vacation Home for Generations to Come

2021-08-16T10:52:51-04:00August 16th, 2021|

Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much [...]

13 08, 2021

New Tax Proposals Mean You Should Review Your Estate Plan

2021-08-13T13:22:48-04:00August 13th, 2021|

As we have written previously, number of tax proposals being considered in Congress that could significantly affect gifting and estate plans. There are planning strategies to help protect your estate from future tax changes, so now is a good time to [...]

9 08, 2021

6 Things to Ask Before Agreeing to Be a Trustee

2022-03-08T02:49:32-05:00August 9th, 2021|

Being asked to serve as the trustee of the trust of a family member is a great honor. It means that the family member trusts your judgment and is willing to put the welfare of the beneficiary or beneficiaries in [...]

6 08, 2021

Can a Marriage Be Annulled After One Spouse’s Death?

2021-08-06T09:03:00-04:00August 6th, 2021|

Marriage is supposed to be “until death do us part,” but after one spouse dies, is it possible for a court to declare a marriage invalid (annulled)? It can be happen, as a Nebraska widower recently learned, but only in certain [...]