Estate Planning Basics for Difficult Times

Benjamin LongAdvanced Directive, Estate Planning, HIPAA Authorization, Power of Attorney, Trusts, Wills

The Importance of Estate Planning During the Pandemic “With all these anxieties and unknowns weighing on your mind, it might feel like there’s suddenly a …

Understanding GRATs in Estate Planning

Benjamin LongEstate Planning Attorney, Estate Tax, Gift Tax

Grantor Retained Annuity Trusts (GRATs) in Estate Planning “Simultaneously, T&E practitioners are well aware of the primary risk posed by a GRAT; namely, the mortality …

Alzheimer’s, Dementia and Other Brain Diseases Require Special Estate Planning Steps

Benjamin LongAlzheimer's, Estate Planning Attorney, Incapacity

Financial and Estate Planning for Those with Brain Diseases “Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health …

Steps To Take When a Loved One Dies

Benjamin LongEstate Planning, Executor, Social Security, Wills

Navigating Estate Management After a Loved One’s Death “When a member of your family dies, you could be left to pick up the financial pieces. …

What Is a Testamentary Trust and Do You Need One?

Benjamin LongBeneficiaries, Estate Planning, Survivor Benefits

Understanding Testamentary Trusts and Their Benefits “Utilization of a testamentary trust for the surviving spouse is an excellent idea, whether the survivor is the husband …

How Does Planning for a Special Needs Child Work?

Benjamin LongDisabled, Elder Law, Estate Planning, Special Needs

The Importance of Strategic Funding for Special Needs Trusts “When parents start the planning process for a child with special needs, they usually work under …

When Should You Have ‘the Talk’ With Your Kids?

Benjamin LongAssets, Dementia, Estate Planning Attorney, Retirement, Retirement Plan

The Importance of Discussing Estate Planning with Your Children “An immature or troubled child could try to misuse your money or goad you into handing …

Elder Abuse Continues as a Billion-dollar Problem

Benjamin Long401k, Dementia, Estate Planning, Estate Planning Attorney, IRA, Power of Attorney, RMDs, Wills

Protecting Yourself from Elder Financial Fraud “The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but …

Digital Assets Need To Be Protected in Estate Plans

Benjamin LongCryptocurrencies, Digital Assets, Estate Planning, Incapacity

Digital Assets and Estate Planning “The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital …

Does Your Estate Plan Need a Will or a Trust or Both?

Benjamin LongAssets, Beneficiaries, Estate Planning, Heirs, Probate, Wills

Revocable Trust vs. Will: An Overview “One of the most fundamental choices you can make as you’re thinking about how to pass your assets on …