by Sara Yen | Elder Law, Estate Planning
A Discretionary Lifetime Trust doesn’t just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer fully competent or could easily be taken advantage of. Addlitionally, frivolous lawsuits and high divorce...
by Sara Yen | Elder Law, Estate Planning
A designated health care or financial representative is also called an “Agent.” When selecting the agents who will be named in your incapacity plan, there are two important decisions to be made: 1. Who will manage your finances during incapacity; and 2. Who will make...
by Sara Yen | Elder Law, Estate Planning
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
by Sara Yen | Elder Law, Estate Planning
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we’ll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of our newsletter examines the...
by Sara Yen | Elder Law, Estate Planning
In the 1960s, they were the face of the future. In the 2030s, they’ll be the face of the largest senior population in U.S. history. Born roughly between 1946 and 1964, they’re the Baby Boomers. These days, millions of them are caring for an aging parent, whether...
