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Newsletter Archive
Lawyer for Life - June 2021
In this Issue:
- Estate Planning for Second Marriages
- Tips for a Successful Family Business Succession
- A Personal Note From Tom
Elder Law Update - May 2021
In this Issue:
- Should You Be Concerned About Changes to the Step-up in Basis?
- Myths and Misconceptions about Probate
- A Personal Note From Tom
Lawyer for Life - April 2021
In this Issue:
- Do You Need A Trust?
- If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
- A Personal Note From Tom
Elder Law Update - March 2021
In this Issue:
- Managing Your Loved One’s Legal Needs: A Checklist for Caregivers
- Why Your Estate Plan Must Include More than a Will
- A Personal Note From Tom
Lawyer for Life - February 2021
In this Issue:
- A Look at America’s Most Popular Pension Plan: Social Security
- Five Ways President Biden’s Tax Plan Could Impact Your Finances
- A Personal Note From Tom
Elder Law Update - January 2021
In this Issue:
- Myths and Misconceptions About Coronavirus Vaccines
- How to Discourage Challenges to Wills and Trusts
- A Personal Note From Tom
Lawyer for Life - December 2020
In this Issue:
- Your Legacy is More than Just the Money You Leave to Loved Ones
- What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
- Now Is a Good Time to Review Your Estate Plan
- A Personal Note From Tom
Elder Law Update - November 2020
In this Issue:
- As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
- Giving to Charity Wisely During the Holidays
- A Personal Note From Tom
Lawyer for Life - October 2020
In this Issue:
- 10 Ways To Maximize Your Social Security Benefits
- How to Avoid COVID-19 Scams
- A Personal Note From Tom
Elder Law Update - September 2020
In this Issue:
- What Is A Revocable Living Trust?
- What Is Trust Funding And Why Is It Essential?
- Pets Are More Popular Than Ever. A Pet Trust Could Help Protect Yours.
- A Personal Note From Tom
Lawyer for Life - August 2020
In this Issue:
- Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
- The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
- A Personal Note From Tom
Elder Law Update - July 2020
In this Issue:
- 10 Reasons To Update Your Will
- Early Warning Signs of Alzheimer’s Disease
- A Personal Note from Tom
Lawyer for Life - June 2020
In this Issue:
- Without Your Own Estate Plan, the Government Will Make One For You! (What Could Possibly Go Wrong?)
- Special Needs Planning Mistakes