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Monthly Archives: January 2022
Opulent Senior Living Communities: How Much Is Too Much?
Perhaps you have always dreamed of doing something truly fancy after you retire. Maybe you and your spouse plan to celebrate your 40th wedding anniversary with a dazzlingly elegant cruise, and when you return home, you will frame the picture of the two of you in front of the ship’s grand staircase and display… Read More »
Which Updates Does Your Estate Plan Need?
If you have met with an estate planning lawyer before, you know that you will need to update your estate plan whenever you experience a major life event, such as your own divorce or retirement, the marriage of a close family member, or the birth of a grandchild. 2021 has been the year when… Read More »
New iOS Update Is The Best Thing To Happen To Your Estate Plan Since The Annual Gift Tax Exclusion
As millennials approach age 40 and become more aware of their mortality, there is plenty of resentment between generations. Baby Boomers are easing into retirement knowing that, even if they have had to invade their savings when dealing with the unexpected several times since their children left the nest, they can still rely on… Read More »
