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    • Becoming a Client
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Archives

Tag Archives for: "estate planning"
 11 Common Acronyms in Elder Law and Estate Planning
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By Linda Melancon
In General Elder Law, General Estate Planning
Posted October 2, 2022

11 Common Acronyms in Elder Law and Estate Planning

In helping clients prepare for their future, estate planning and elder law attorneys use many acronyms. Understanding some of the common medical and legal terms in this field can give you added [...]

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 Tips on Creating an Estate Plan that Benefits a Child with Special Needs
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By Linda Melancon
In Special Needs Planning, Estate Planning Awareness
Posted September 2, 2022

Tips on Creating an Estate Plan that Benefits a Child with Special Needs

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper [...]

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 How Long Does an Executor’s Job Take?
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By Linda Melancon
In Estate Planning Awareness
Posted August 1, 2022

How Long Does an Executor’s Job Take?

Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time [...]

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 How to Give Gifts to Your Grandchildren
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By Linda Melancon
In General Estate Planning
Posted August 1, 2022

How to Give Gifts to Your Grandchildren

Gifting assets to your grandchildren can do more than help your descendants get a good start in life — it can also reduce the size of your estate and the tax that will be due upon your [...]

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 Can My Family Inherit My Season Tickets?
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By Linda Melancon
In General Estate Planning, Will
Posted June 22, 2022

Can My Family Inherit My Season Tickets?

Understanding Season Tickets as Part of Estate Planning A few days before I sat down to write this month’s column, I was at dinner with my daughter and son-in-law, when the latter excitedly [...]

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 How Community Property Affects Estate and Tax Planning
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By Linda Melancon
In Tax Planning, General Estate Planning
Posted May 31, 2022

How Community Property Affects Estate and Tax Planning

In most states, spouses can purchase and own property separately from one another. I’d like to think that when I buy a bag of Zapp’s Crawtators that they belong to me and only me, even if I bring [...]

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 What to Do If You Want to Leave Your Children Unequal Inheritances
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By Linda Melancon
In Will, General Estate Planning
Posted May 31, 2022

What to Do If You Want to Leave Your Children Unequal Inheritances

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is [...]

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 Why Small Business Owners Need an Estate Plan
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, Probate/Succession, Tax Planning, Trusts, Will
Posted April 27, 2022

Why Small Business Owners Need an Estate Plan

If you run a small business, you know that it can keep you up at night. Staffing, bookkeeping, inventory, customer relations and so much more are all things that may have your mind racing at a [...]

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 Claiming Social Security Benefits at Age 70
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By Linda Melancon
In General Estate Planning
Posted April 1, 2022

Claiming Social Security Benefits at Age 70

If you are about to turn 70, congratulations on reaching a big milestone.  And if you also have delayed claiming Social Security retirement benefits up till now, you are joining a select group [...]

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 The Hazards of Do-it-Yourself Estate Planning
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By Linda Melancon
In revocable living trust, Estate Planning Awareness, Will
Posted March 7, 2022

The Hazards of Do-it-Yourself Estate Planning

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although such products are convenient, using them could create serious and expensive legal problems for [...]

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