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Our Estate Planning Blog

Can I Make My Retirement Plan My Estate Plan?

People are worried about the possibility of a sudden death due to COVID-19, and they want to get their legal affairs in order. Exacerbating the situation are the stories we read in the media about patients who are unable to communicate with loved ones, and hospitals that, because of the exigent circumstances, are creating their own do-not-resuscitate (DNR) rules—even if they conflict with the patient’s wishes.

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Protecting a Digital Legacy

The world exists just as much online, as it does offline. Failing to recognize that when planning for the end of life, can lead to unexpected repercussions for survivors.

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Don’t Shrink Your Estate with Last Minute Tax Planning

Estate planning strategies such as family limited partnerships and gifts to charitable trusts are part of an estate planning professional’s toolbox to achieve client goals, such as minimizing taxes, effectuating philanthropic plans, teaching younger generations about a family business and passing on wealth.

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Can Exercise Help with Dementia?

The results of a year-long trial led by researchers at UT Southwestern have homed in on how aerobic exercise can improve memory in older subjects with mild cognitive impairment. The findings suggest it is never too late to start exercising, since aerobic activity improves blood flow to regions of the brain associated with memory.

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