by Amy Delaney | Apr 17, 2023 | Estate Planning
To protect your assets, your wishes, and your loved ones, estate planning is crucial, regardless of your gender identity or sexual orientation. Estate planning allows you to designate your partner, whether you are married or not, as the person who can make decisions...
by Amy Delaney | Apr 12, 2023 | Estate Planning, Trusts and Wills
There are two types of trusts commonly used in estate planning: revocable and irrevocable trusts. Each trust type has pros and cons depending on your objectives. However, both trusts are legal arrangements to manage and distribute your property during your lifetime or...
by Amy Delaney | Apr 3, 2023 | Estate Planning
A wealth transfer occurs when assets or wealth are transferred from one party to another. The transfer can happen either during one’s lifetime or after one’s death. Wealth transfer strategies refer to the methods used to transfer wealth in the most tax-efficient and...
by Amy Delaney | Mar 15, 2023 | Estate Planning, Medicaid
In the US and around the world, the aging population is growing. People are living longer than previous generations, so many of us will require long-term care in the future. It’s estimated that seven out of ten Americans will need long-term care during their lives....
by Amy Delaney | Mar 13, 2023 | Estate Planning
The Setting Every Community Up for Retirement Enhancement Act (SECURE) of 2019 marked the first significant change to retirement legislation since 2006. The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly...
by Amy Delaney | Mar 6, 2023 | Elder Law, Estate Planning
The topic of death is uncomfortable for most of us, so we avoid it as much as possible. Since we don’t want to talk about it, many of us don’t make plans for what we want to happen after we have passed away. More than half of Americans think that end-of-life planning,...
