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Posts Tagged With: #estateplanning

How Much is Too Much? Estate Lawyers Share What to Discuss with Your Trustee.

May 12, 2021 by Jonathan Stein

Creating an estate plan can be overwhelming. One of the most significant decisions you will have to make is choosing who will serve as your Trustee. This needs to be a person you explicitly trust with your financial and personal information in life and death. Estate lawyers want to explain what you need to discuss… Read More

Categories: Estate Planning, Family Matters Tags: #estateplanning, #howmuch, #lawyer, #trustee

Estate Planning Lawyer Reveals 7 Life Events that Should Trigger Your Estate Plan Review

May 5, 2021 by Jonathan Stein

  Because your life changes, so must your estate plan. As a estate planning Lawyer, I recommend that everyone reviews their estate plan every 3 to 5 years because life events that you might not even think about could impact how your estate plan works.   While this periodic review is important, there are certain… Read More

Categories: Estate Planning, Family Matters Tags: #estateplanning, #nowisthetime, #updateyourplan

Important Strategies for Dementia Patients

March 15, 2021 by Jonathan Stein

Estate Planning lawyers are here to help you through any number of difficult situations that may arise when caring for an older loved one. One circumstance especially relevant to estate law is dementia, as it is a condition that generally appears or worsens with age. Most forms of dementia are degenerative, slowly progressing over time…. Read More

Categories: Evictions, Family Matters Tags: #dementia, #estateplanning, #familymatters

Considerations When Hiring an Attorney to Help Plan For Long-Term Care

March 10, 2021 by Jonathan Stein

Many seniors and their families put off consulting with an estate planning attorney to plan for long-term care because they’re afraid of the cost. But an attorney can help you save money in the long run as well as make sure you are getting the best care for yourself or your loved one. Instead of… Read More

Categories: Estate Planning, Hiring an attorney, Law, Legal Process Tags: #estateplanning, #hirealawyer, #livingwill, #longtermcare

Transferring your Deed? What to Know Before you Sign

March 2, 2021 by Jonathan Stein

You may be afraid of losing your home if you have to enter a nursing home and apply for Medi-Cal. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it. Although you generally do not have to sell your home in order to qualify for… Read More

Categories: Estate Planning Tags: #deed, #estateplanning, #medi-cal

Weighing the Pros and Cons of Annuities

March 2, 2021 by Jonathan Stein

Planning to ensure that a senior has enough income to last through retirement can be tricky. There are times when an experienced estate planning lawyer may recommend the senior look to annuities to meet their financial needs.  However, these financial instruments can have significant drawbacks that seniors should be aware of before signing on the… Read More

Categories: Estate Planning Tags: #annuity, #estateplanning

Why a Last Will and Testament Does Not Make a Complete Estate Plan

March 2, 2021 by Jonathan Stein

While the Last Will and Testament is an important estate planning tool, trust and estate lawyers want clients to be aware that there are certain things it won’t accomplish. To start, a Last Will and Testament will only come into effect after you’ve passed away, which means that it cannot be used to handle any… Read More

Categories: Estate Planning Tags: #estateplanning, #lastwillandtestament

Estate Planning Lawyers: Everything You Need to Know About Estate Planning Costs

March 2, 2021 by Jonathan Stein

Let’s be honest: a major obstacle to proper estate planning for many people is the cost. Sometimes it’s hard to see how estate planning can save money, time, and headaches in the future when there’s a significant price tag in the present. That’s why estate planning lawyers want to let people in on some secrets… Read More

Categories: Estate Planning Tags: #estateplanning

Estate Planning Attorneys: How to move an elderly parent to an assisted living facility

March 2, 2021 by Jonathan Stein

Estate planning attorneys understand that the idea of transitioning a parent to an assisted living facility is never an easy conversation to have, no matter how much an elderly parent may benefit from such a move. Most senior citizens will flat out refuse to move from the home they’ve known for years into unfamiliar surroundings…. Read More

Categories: Estate Planning Tags: #assistedliving, #estateplanning

Things Change: When You Should Update Your Special Needs Trust

March 2, 2021 by Jonathan Stein

Nothing lasts forever. Your smiling baby becomes a child who becomes an adult. You change too. You won’t always be there for your child with special needs. You may already have a Special Needs Trust, but it’s important to continue to review your trust to ensure that it still meets the needs of your family…. Read More

Categories: Estate Planning Tags: #estateplanning, #specialneedstrust

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