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How Intermediate Care Facilities Can Serve Older Adults
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Families get these 3 things wrong about estate planning, advisor says
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Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will
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I Created An Estate Plan When My Spouse And I Had Kids, Why Should I Update It Now? (Part 2)
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I Created An Estate Plan When My Spouse And I Had Kids, Why Should I Update It Now? (Part 1)
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Estate Planning Pitfall: You Haven’t Made Funeral Arrangements
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How to factor your health into your financial planning, according to a doctor-turned-advisor
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What Is Hospice Care at Home? (Part 2)
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What Is Hospice Care at Home? (Part 1)
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Who Should You Name as Your Children’s Guardian?
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Are Trusts Valid From State to State? (Part 2)
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Are Trusts Valid From State to State? (Part 1)
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Estate planning tips to help ensure your will and assets are found (Part 2)
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Estate planning tips to help ensure your will and assets are found (Part 1)
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Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts
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Estate planning important for young adults
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Start A Challenging Estate Planning Conversation
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The ABC’s of Estate Planning for Digital Assets
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5 Estate Planning Strategies To Support Someone Struggling With Mental Health Challenges (Part 2)
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5 Estate Planning Strategies To Support Someone Struggling With Mental Health Challenges (Part 1)
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Tips for Proactive Estate Planning
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How an Estate Plan Can Protect Against Financial Exploitation
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Make Sure Stepchildren are Cared for in Estate Planning
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Estate Planning: 5 Tips to Pick Trustees, Executors, and POAs (Part 2)
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Estate Planning: 5 Tips to Pick Trustees, Executors, and POAs (Part 1)
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Why You Should Consider Multiple Successor Trustees
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What to Do If You Want to Leave Your Children Unequal Inheritances
:
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Estate Planning Pitfall: You Haven’t Coordinated Your Estate Plan With Your Spouse
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You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney
:
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Estate Planning Checklist: Something to Consider Before Sending your Child off to College
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How do you speak to loved ones about your estate plan?
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Please don’t write on your estate planning documents
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When to Consider a Change in your Estate Planning Documents
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Where Should Clients Keep Estate Planning Documents?
:
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I want my 401(k) and IRA to go to my spouse when I die — should I name them or my trust as beneficiary?
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Millennial Money: Learn your parents’ financial plans ASAP (Part 2)
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Millennial Money: Learn your parents’ financial plans ASAP (Part 1)
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Owning Property in Two or More States can Complicate Estate Planning
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Communication Can Be The Key To Creating Harmony In Multi-Generational Estate Planning (Part 1)
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Make Estate Planning a Point of Focus in 2022 (Part 2)
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Make Estate Planning a Point of Focus in 2022 (Part 1)
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Can My Family Inherit My Season Tickets?
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Make Time To Start And Finish Your Estate Plan
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How to take care of your family in life and in death
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Myths About Living Trusts
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When Can Someone Be Declared Legally Incompetent?
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How to Give Gifts to Your Grandchildren
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The Importance of Disclosing and Transferring Crypto Assets in Your Estate Plan
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What to Do About an Unwanted Inheritance
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Estate Planning Pitfall: You Don’t Have a Residuary Clause in Your Will
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Estate planning should consider needs of pets
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Heading Down the Road to 2022 – Are Your Estate Planning Documents In Place and Up-To-Date?
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Estate Planning Pitfall: You Haven’t Updated Your Estate Plan After a Move
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The Stuff In Life That Financial Planning CAN’T Prepare You For
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Estate Planning: Are Internet Wills Valid?
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Protecting Your Estate Plan from Challenges: No-Contest Clause Explained
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The Difference Between Elder Law and Estate Planning
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Estate Planning During a Pandemic (Part 2)
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Estate Planning During a Pandemic (Part 1)
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Be transparent when making your estate plan
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Everything you need to know about digital estate planning
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10 Reasons to Review Your Current Estate Plan
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Estate Planning for Families with Special Needs Children
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The Benefits of Including an LLC as Part of Your Estate Plan
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Managing Your Favorites in Your Estate Plan
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Make preparations to have estate documents available
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Final arrangements should be part of estate planning
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The Unique Estate Planning Needs of the Unmarried (Part 2)
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The Unique Estate Planning Needs of the Unmarried (Part 1)
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5 things to know before writing your will
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Preventing Trust and Estate Disputes
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Three-step process eases estate planning process
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Navigating mental capacity issues in estate planning
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Estate Planning Pitfall: You’ve Amended Your Will Yourself
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Long-term care and estate planning that puts people first
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Here’s how to decide who’s a good fit for executor of your will
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The 4 Pitfalls Of ‘Designated Beneficiaries’ On Transfer On Death Investment Accounts
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Questions to ask before writing a living will (Part 2)
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Questions to ask before writing a living will (Part 1)
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If This Case Doesn’t Convince You To Always Have An Updated Professionally-Written Will, Nothing Will
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Proper estate planning can be a long-term benefit for you, your family, and your community
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3 tips for navigating estate planning with loved ones
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Living trusts are user-friendly estate planning tools
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You Don’t Want Your Heirs to Fight Over Your Assets? Here’s What to Do Now
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Yours, Mine, and Ours: Estate Planning for Blended Families
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What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan? (Part 2)
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What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan? (Part 1)
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No-Contest Clause in a Will
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Estate Planning for Digital Assets (Part 2)
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Estate Planning for Digital Assets (Part 1)
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Managing Your Google Account for Estate Planning
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Everyone Needs An Estate Plan: Here’s What You Need To Know
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It’s time to get your estate planning done — here’s how to do it right
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5 Ways a Democratic Controlled White House, Senate, and House Could Affect Your Estate Planning
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This Is the First Step of Estate Planning, and It Only Takes an Hour to Do (Part 2)
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This Is the First Step of Estate Planning, and It Only Takes an Hour to Do
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New Year, Good Time for a Checkup
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YOUR MONEY: Year-end estate planning tax strategies
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Tailoring Estate to Specific Needs Leads to Better Plans
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Life Insurance Policy Plays Vital Role in an Estate Plan
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10 Common Myths About Estate Planning (Part 2 of 2)
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10 Common Myths About Estate Planning (Part 1 of 2)
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TAX TALK: Plan for Income Taxes as Part of Your Estate Plan
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YOUR MONEY: Don’t ruin a good estate plan
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Why Estate Planning Is Worth Every Cent
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Digital Assets in Estate Planning: Cybersecurity Concerns and Considerations
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Bank Of America Accused Of Disability Discrimination
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Almost 110,000 Americans died while waiting for a Social Security disability hearing
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Estate Planning: Should old estate planning documents be replaced?
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Estate Planning Primer: Qualified Tuition Plans
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A Socially Distanced Ceremony: Virtual Execution of Estate Planning Documents
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Woman gets job as dishwasher at senior care facility so she can see her husband with Alzheimer’s
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4 Ways To Prepare Children Now To Oversee Their Inheritance Later
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Absence of Will Could Spell Disaster for Survivors
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The Importance Of Estate Planning During The Coronavirus Pandemic
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Common Misconceptions About Trusts
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New Tax Deduction for Charitable Gifts is Available to People Who Don’t Itemize
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States Cannot Terminate Medicaid Benefits During the Coronavirus Pandemic
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One Vital Step A Doctor In A COVID-19 Unit Wishes Everyone Would Take
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State Laws Limit Americans’ Estate Planning Abilities During the Coronavirus
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Estate Planning in Illinois during the Current COVID-19 Crisis – the Power to Address All of Your “What Ifs” Now
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They Say Hold Your Loved Ones Close, But What Happens When You Can’t – Long Term Care Facilities’ Restrictive and Unclear Visitor Policies in the Wake of COVID-19
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COVID-19 Legal Advice: Get Your Business and Estate in Order Now
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Estate Planning 101: Tackling Your Estate Plan
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Pet Power of Attorney: More People are Planning Around Their Pet, Expert Says
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“None of Your Business” Is No Longer An Appropriate Response
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Estate Planning Gets Complicated
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3 Stretch IRA Alternatives for Estate Planning
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SECURE Act makes big changes to retirement savings, estate planning options
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Here’s What Happens to Your Partner if You’re Not Married and You Die
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Two-Thirds Of All Americans Are Missing This Estate Planning Document
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Divorce on the farm: Fact sheet series addresses family law issues in agriculture
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Prevent Elder Financial Abuse
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Stop procrastinating and get an estate plan—here’s how to get started
:
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Where There’s a Will Isn’t Always the Way!
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4 Ways To Improve Your Estate Plan
:
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Here’s how to pick the executor of your estate. It may not be the person you think.
:
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4 Ways to Help Clients Control Their Digital Afterlife
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Here are the Top Estate Planning Mistakes to Avoid
:
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Estate Planning When You Have a Stepfamily
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When You’re Gone, What Happens to Your Pets?
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Estate Planning Considerations for Every Stage of Life
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Retirement, Estate Planning: Documents You Should Have
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What Is Probate and How Can You Avoid It?
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Cryptocurrencies: An Estate Planning Conundrum
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Estate Planning in a Digital World
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Nurses Say Staffing Ratios In Long Term Care Facilities Are Unsafe
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A Financial Flight Plan For Snowbirds
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Online Wills Might Save You Money, But They Can Lay These Estate-Planning Traps
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6 Ways Investors Can Help Their Heirs
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Same-Sex Couples Could Face Estate Planning Roadblocks
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What Makes a Will Valid?
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Middle-income Seniors and the Rising Cost of Long-Term Care
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Find Out “What’s Covered” by Medicare Using New App
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Is your son or daughter graduating high school this month? College-bound students need advanced directives.
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Reasons Not to Give Your House to Children to Protect It From Medicaid
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Advanced Health Directives and the Healthcare Surrogate Act
:
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Long-Term Care Insurance in 2018
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Tough Times for Medicaid Applicants in Illinois
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Beware! There is No Such Thing as an IRS Phone Call
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Medicaid Funded Assisted Living Facilities Lacking in Regulations and Oversight
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They Have Cut Off Your Medicare Days? Appeal!
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Estate Planning and Retirement Considerations for Late-In-Life Parents
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What exactly is a bond anyway?
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Where should you keep your original will?
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Checklist to Leave with Your Will
:
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Small Estate Affidavits
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Inherited Roth IRAs
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Third Party and Self-Settled Special Needs Trusts
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Another Season, Another Scam – Medicare phishing calls on the rise
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Saying “I do” again, Financial Consideration and Estate Planning for Marriage later in Life
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Medicaid Planning in 2017 – Myths and Common Misconceptions
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Hot Issues in CCRCs-Part 2
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Caring for Seniors in an Emergency
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Hot Issues in CCRCs-Part 1
:
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‘Only morons pay the estate tax’ – Gary Cohn
:
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Protecting the House from the Nursing Home
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Dictating from the Grave: Using Incentive Trusts
:
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Understanding the Role of a Guardian ad Litem in Guardianship Proceedings
:
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Proposed Legislation Would Change Notice Requirements for Probate Estates
:
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Understanding Probate Avoidance Techniques
:
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Five Ways Your Will Can Become Useless
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Illinois Living Will Act
:
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Where there’s a Will there’s a Way
:
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Getting Personal with your Rep
:
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Co-Ops – A blast from the past
:
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Powers of Attorney – The Forgotten Estate Planning Documents
:
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Enhancing Special Needs Estate Planning – The ABLE Act in Illinois
:
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Rethinking the Reverse Mortgage
:
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Inherited IRAs Are Not Protected Unless…….
:
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First Party and Third Party- The 2 Types of Special Needs Trusts
:
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No Release of Prince’s “Deliverance” Album by Sound Engineer
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Asset Protection is Less Complicated Than You Think
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Rights to Visitation in Guardianship Proceedings
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Ensuring Guardians Comply With Their Duties
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When It’s Too Late for a Power of Attorney
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Trusts for Tots and Teenagers
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The Importance of Beneficiary Designations
:
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Trustee Tools and Tasks
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Claiming Parents as Dependents
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Rock Solid Estate Plans
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Letters of Instruction
:
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Spousal Social Security Benefits
:
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Estate Planning for your Eighteen Year Old
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Remember the Digital Assets
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Common Estate Planning Objectives
:
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The Importance of Beneficiary Designations
:
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Maximizing Inherited IRAs
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IRAs and Creditors
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Planning for a Special Needs Child
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Another Reason to Avoid Joint Wills
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ABCs of Accounts, Beneficiaries and Courts
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More Power for your Power of Attorney
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Additional IRA Advantages
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Reining In Super Spending Children
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Tax Tips for Long-Term Care
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ABLE Accounts for Special Needs Planning
:
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Caregiver Choices
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In Trustee We Trust
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Importance of a Will
:
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Estate Planning and Gifts to Charity
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Cohabiting Seniors: Protect Your Rights
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IRA Master Reaches 70 1/2
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Top Ten Reasons to Create an Estate Plan
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Don’t Fear the Prenup
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Lower your Estate Taxes with Gifts
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Assisted Living and Medicaid
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Estate Tax Turns 100
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Digital Assets After Death
:
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Signing Up for Medicare
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Illinois Medicaid Planning and Private Reverse Mortgages
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Estate Planning for DINKs
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Latest End-of-Life Options
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Putting Important Health Care Decision Planning in Place
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The 101 Biggest Estate Planning Mistakes
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Independent Again After a Nursing Home Stay
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Inheriting that Summer Vacation Home
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Social Security Planning Tools Curtailed
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Plan Ahead for Surviving Spouse
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HSAs Beat 401(k)s
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What Happens if I Die without a Will or a Trust?
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Grandchildren Gifting without Tax Reporting
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Stretching Your Roth IRA to the Max
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Decanting: Good for Wine and Trusts
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Caution: Kiddie Tax
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Powerful Power of Attorney for Property
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Best Option for Special Needs Children
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Roth IRAs Rule
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Medigap Coverage
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ABLE Accounts for the Disabled
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The Many Flavors of Trusts
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Home Equity – A Big Asset
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Inheriting an IRA from Uncle Ira
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Give Your Health Savings Account a Checkup
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Important Roth IRA Provisions
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Inheriting a Brokerage Account
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Guardians at the Estate Planning Gates
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Common Mistakes in Estate Planning
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Keeping Things Even
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Nothing Crummy About “Crummey” Trusts
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Mini-fridge and Powers of Attorney: A College Kid’s Must Haves
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Hazards to Avoid when Inheriting an IRA – Part 3
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Fund That Trust
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Hazards to Avoid when Inheriting an IRA – Part 2
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Hazards to Avoid when Inheriting an IRA
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Steps to Take When a Loved One Dies
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Asset Protection for Illinois Homes and Life Insurance
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Illinois Asset Protection Planning
:
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Illinois Tenancy by the Entirety
:
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Estate Planning for Fido
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Unrelated Administrator of an Estate
:
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Illinois Joint Tenancy Law Liberalized
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Wills vs. Trusts
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Chicago Law & Updating Your Estate Plan
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No Contest Clauses in Illinois Wills
:
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Naming Minors as IRA Beneficiaries
:
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Custodial Accounts for Minors in Illinois
:
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Duties of the Executor
:
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QTIP Trusts
:
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Special Needs Trusts
:
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Long Term Care Insurance and Long Term Disability Insurance
:
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Illinois Powers of Attorney
:
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Illinois Living Revocable Trusts
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Stand Alone Retirement Trusts
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Illinois Estate Planning and Estate Tax Deductions
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Illinois Law Regarding Being a Guardian
:
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Illinois Joint Tenancy and Income Taxes
:
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Illinois Law and Joint Tenancy with Rights of Survivorship
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Illinois Inherited IRAs and Distributions to Beneficiaries
:
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Illinois Law and Independent Estate Administration
:
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Illinois Estate Planning and Retirement Plans
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Illinois Law and Your Virtual Estate
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Funding an Illinois Revocable Living Trust
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Illinois Law and Children with Disabilities
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Chicago Estate Planning and Individual Retirement Accounts
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Illinois Law & Giving Assets to Children
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Illinois Agents For Health Care and Property Powers of Attorney
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LaGrange Area Table Tennis and Estate Planning
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Special Needs Child and Estate Planning
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Illinois Estate Planning and Trusts
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Illinois Estate Planning – Avoiding Probate
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Illinois Asset Protection Planning
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Estate Planning and Charitable Remainder Unitrust
:
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Estate Planning and Charitable Remainder Annuity Trusts
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Estate Planning and Charitable Remainder Trusts
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Education Funding for Young Beneficiaries
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Annual Gift Tax Exclusion
:
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Illinois Nursing Home Moves & Home Protection
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Illinois Estate Planning and Taxes on Joint Property
:
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Elder Care Managers in Illinois
:
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Illinois Estate Planning and Expiration of Tax Exemption
:
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Illinois Joint Tenancy and Gift Taxes
:
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Chicago Estate Planning and Long-Term Care Insurance
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Chicago Estate Planning and Warranty & Quitclaim Deeds
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Chicago Estate Planning and Grantor Retained Annuity Trusts (GRATs)
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Chicago Estate Planning and the $5 Million Gift Tax Exemption
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Chicago Estate Planning and Copies of the Will
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Federal Appeals Court Rules Retirees Cannot Dodge Medicare Eligibility
:
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Chicago Estate Planning Veterans’ Compensation COLAs
:
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Chicago Area Nursing Home Quality
:
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Federal Estate Tax Rules Clarified
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Illinois Law and Will Copies
:
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Updating Your Illinois Estate Plan
:
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Chicago Money Management Services for Seniors
:
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Illinois Options for Continuing Care Retirement Communities
:
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Illinois Asset Protection Planning
:
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Illinois Law, Social Security & Medicare
:
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Illinois Estate Planning and Roth IRAs
:
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Illinois Estate Planning & Federal Estate Tax Exemptions
:
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Illinois Estate Planning and 2011 Medicare Premium, Deductible and Co-Pay Charges
:
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Illinois Medicare Nursing Coverage
:
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Reviewing Your Medicare Plan
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Continuing Care Retirement Communities and Estate Planning
:
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Illinois Charitable Remainder Trusts
:
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Estate Planning and Continuing-Care Communities
:
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Common Terminology Concerning Older Adult Resources
:
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Common Terminology Concerning Older Adult Resources
:
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Common Terminology Concerning Older Adult Resources
:
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Common Terminology Concerning Older Adult Resources
:
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Illinois Virtual Representation Statute
:
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Illinois Banking Convenience Account for Depositors Act
:
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Estate Planning in Illinois and Avoiding Probate
:
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Portability of Unused Estate Tax Exemption
:
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Roth IRA Conversions in 2010
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Illinois Powers of Attorney for Health Care
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Roth IRA Conversions for Estate Plans
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Tax Credits for Illinois Home Buyers
:
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Illinois Estate Planning and Reverse Mortgages
:
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Illinois Asset Protection Using Partnership Structure
:
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Proposed Changes to Grantor Retained Annuity Trusts (GRATs)
:
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Illinois Grantor Retained Annuity Trusts (GRAT)
:
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Illinois Charitable Giving in Estate Planning
:
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Illinois Estate Planning Bypass Trusts
:
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Illinois Estate Asset Protection Planning
:
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New IRA Law Affects Mandatory Withdrawals
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Federal Estate Tax Law to Change
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Illinois Estate Planning with Grantor Retained Annuity Trusts
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Merry Christmas
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Serve Up a Good time
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The Perfect Dinner Party
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Illinois Special Needs Trusts
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Sellers Financing Buyers for Real Estate Purchases
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Weird Last Requests in Wills
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Illinois Probating Insolvent Estates
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Wills, Trusts and Descendants
Illinois Estate Planning and Elder Law Blog