Our Estate Planning Blog

How to Plan for Long-Term Care Costs

A one-bedroom apartment in an assisted-living facility will cost you $194 per day–or about $71,000 per year. A home health aide will set you back $25 per hour, or $1,000 for a 40-hour week. Not scared yet?

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More Reasons Why Everyone Should Have a Will

The death of pop star Prince is an extreme example of what can happen when people die without a will. After he died in 2016, long-lost ‘relatives’ came out of the woodwork, claiming to be his wife, child, brother, sister or distant relative.

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Choosing an Active Adult Community

…if you’re contemplating moving into an age-restricted community, finding one that’s right for you takes work. While active adult communities generally offer the opportunity for a lower-maintenance (and sometimes lower cost) lifestyle, they vary enormously.

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Should I Use an Irrevocable Life Insurance Trust?

An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate planning process. If you have a sizable estate or young beneficiaries, an ILIT can provide control over a life insurance policy that a last will and testament may not.

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How Do Trusts Work in Your Estate Plan?

Setting up a trust fund offers many advantages in terms of passing on wealth or assets. It avoids probate, or the transfer of assets in court. This increases not only the ease of transfer, but also privacy.

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