by Lori Pulvermacher | Dec 13, 2021 | Business, Estate Planning
Among entrepreneurs, the following characteristics are common: motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication and collaboration, and flexibility. New businesses are created by these individuals who bear most of...
by Lori Pulvermacher | Dec 6, 2021 | Elder Law, Estate Planning
Since 2019, the percentage of Americans aged fifty-five and older creating a will has decreased from sixty to 44 percent according to a study by Caring.com and YouGov. One of the most surprising statistics is the decline in will-writing among younger adults, who are...
by Lori Pulvermacher | Nov 29, 2021 | Business, Estate Planning
Comprehensive estate planning is essential for everyone as most of us have either children, personal assets, or sentimental belongings that will be inheritable or require care in the case of children. However, for those people who are business owners, comprehensive...
by Lori Pulvermacher | Nov 16, 2021 | Estate Planning, Special Needs
Special needs trusts, how do they work? How do they involve Estate Planning? Third-party special needs trusts sometimes referred to as supplemental needs trusts, are estate planning tools for those parents of children with mental/physical disabilities and the elderly....
by Lori Pulvermacher | Nov 8, 2021 | Aging, Elder Law, Estate Planning
Elder law, why is it necessary? Well, first we would like to state there is a difference between estate law and elder law? Estate law focuses on your asset distribution in a tax-advantaged manner after your death, while elder law seeks to preserve your money, assets,...
by Michael Delaney | Oct 11, 2021 | Estate Planning, Financials
How are you storing your estate planning documents like your will, living wills, powers of attorney, trusts, medical directives, and financial information? Having somewhere secure and easily accessible for your family is important. What about your birth certificate,...
