by Sara Yen | Estate Planning
The U.S. Supreme Court delivered a historic decision in U.S. v. Windsor [1] that could have far-reaching effects on seniors, persons with disabilities, and veterans who are married to, or plan to marry, a person of the same gender. This edition of the ElderCounselor™...
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...
by Sara Yen | Estate Planning
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may think that a family member, such as a sibling (“Uncle Bill” to your children), will be the best choice as trustee....
by Sara Yen | Estate Planning
Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for...
by Sara Yen | Estate Planning
Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...
by Sara Yen | Estate Planning
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes of conservatorship or guardianship...
