Questions? (800) 686-0440

Recent News and Updates

Blog posts tagged with "estate planning"

The Importance of Updating a Will After Marriage

By Nicole Hawks   |  May 14, 2019

Almost everyone knows (or has heard) of the importance of having (at least) a will in place. It is a simple estate planning document, but is extremely important to make sure your wishes are carried out after your passing.

Should I get Remarried? Elder Law Issues Surrounding Remarriage (Part 2 of 2)

By Ann Salek   |  May 2, 2019

A second marriage later in life can trigger several issues regarding who will receive assets upon one spouse's death. However, additional issues may arise related to a spouse needing long term care (nursing home/assisted living).

Should I get Remarried? Estate Planning Issues Surrounding Remarriage (Part 1 of 2)

By Ann Salek   |  April 18, 2019

As people live longer, remarriage becomes more and more common. People may lose their spouse or divorce while still contemplating a long life ahead for themselves. Statistics show that the largest population of people getting remarried are in the age

Charitable Donations Through IRA Planning

By Ann Salek   |  October 5, 2017

Planning your estate is the ideal time to consider your philanthropic goals. Once you establish your goals, you can then work with a planner to determine the most financially savvy and expeditious avenue to accomplish those goals.

Keywords: estate planning

Why Does Everyone Tell Me to Avoid Probate?

By Ann Salek   |  March 7, 2017

Probate is a court procedure that enables your estate assets to transfer to your heirs. When you pass, the "title" to certain assets cannot transfer to your heirs unless your Will is probated.

Estate Planning for Parental Nightmares: What if Junior is a Substance Abuser?

By James Lanham   |  December 29, 2016

The Substance Abuse and Mental Health Services Administration tells us that in 2014, 22.5 million Americans aged 12 and older self-reported needing treatment for alcohol or illicit drug use.

Estate Planning and Elder Law: When Do I Need a Trust

By Ann Salek   |  December 12, 2016

In my estate planning and Elder Law practice, I am often asked, "Do I need a trust?" Many people hear about their friends or family that have a trust and they think maybe they need one too.

SHOULD I ADD ONE OF MY CHILDREN TO MY BANK ACCOUNT?

By Ann Salek   |  October 17, 2016

If your intention is to give someone access to your accounts so that you have someone to help you with your finances in the event you are unable to independently handle your own finances, you can accomplish that goal through a Power of Attorney.

Providing for Pets in Your Estate Planning

By James Lanham   |  February 3, 2016

The bottom line for pet estate planning is that four legged friends may be some of your most important possessions while you live, so consider providing for their keep when you are no longer able to care for Fluffy or Fido.

This blog is for informational and educational purposes only. It does not constitute legal advice, and is not intended to create an attorney-client relationship. Further, your use of this blog does not create an attorney-client relationship. Online readers should not act upon any information presented on this blog without seeking professional legal counsel. The legal information provided in this blog is general and should not be relied on as legal advice, which CCJ attorneys cannot provide without full consideration of all relevant information relating to one’s individual situation.