April 22, 2021 |
What Is the Difference Between Estate Planning and Elder Law?
As you look towards your future, you might want to schedule meetings with both an elder lawyer and estate planner, or to find an attorney ...
Learn MoreWhat Is the Difference Between Estate Planning and Elder Law?
As you look towards your future, you might want to schedule meetings with both an elder lawyer and estate planner, or to find an attorney who practices in both of these spaces. While there is some crossover, certain lawyers focus only on one or another. 
As you think about end of life issues and the proper administration and transfer of your assets to your loved ones, you may have questions about the difference between estate planning and elder law.
Schedule a meeting with a member of our advisory team
Blog
April 20, 2021 |
What Happens to a Joint Bank Account When One Person Dies?
Ownership of certain accounts is an important thing to know in the back of your mind if you jointly share one with another person. While ...
Learn MoreApril 19, 2021 |
The Next Normal
A year ago, at the end of March 2020, the S&P 500 was down nearly 20%1 and the world was scrambling into lockdown. Many experts ...
Learn MoreApril 15, 2021 |
Defining Testamentary Capacity
One of the most common reasons for a will contest are claims about testamentary capacity. These are usually brought by heirs who allege that the ...
Learn MoreApril 14, 2021 |
Four Steps to Review Your Beneficiaries
Although your will and other estate planning documents can spell out your wishes, they might not cover everything. Beneficiary forms are used to designate who ...
Learn MoreApril 14, 2021 |
The Three Key Groups Involved in Creating a Trust
Trusts are a popular estate planning tool because they can help you accomplish numerous goals at once. At a very simple level, a trust is ...
Learn MoreApril 13, 2021 |
What to Bring to Your First Estate Planning Lawyer Meeting
So you just set up a time to meet with an estate planning lawyer- now what? What do you need to think about in advance ...
Learn MoreApril 8, 2021 |
Shorting Stocks and the Open Market
In 1984, 33-year-old Gary Kusin started an educational software retailer named Babbage’s. Started in Dallas, Texas, Babbage’s quickly expanded from educational software to focusing on ...
Learn MoreApril 6, 2021 |
Can I Leave Behind an Unequal Inheritance?
Do you have questions about leaving behind unequal amounts or assets for your loved ones? It might be simpler for the vast majority of older ...
Learn MoreApril 5, 2021 |
What Do I Need to Do to Amend a Revocable Living Trust?
The very definition of a revocable trust means that you are able to make changes to it in a few different ways. You can, for ...
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Recent Posts
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
