Nelson Elder Care Law

Estate Planning, Probate Administration & Elder Law Blog

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Estate Planning Review for 2020

While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct, particularly heading into the new year.

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Add This to Your New Year’s Resolutions

It’s one of the most important conversations that none of us want to have.

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How To Avoid Senior Financial Abuse

After decades of financial independence, many adults cannot imagine a future in which they can no longer perform daily financial tasks without help.

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Giving During the Holiday Season

Of course, many donors also look to both help others and help minimize their overall tax burden. With that in mind, we thought we’d share some thoughts about where individuals may be able to make the most of this year’s charitable giving.

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Your Spouse Just Died … Now What?

In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications, when the financially dominant partner dies first.

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Deciding Who Should Be Your Executor

Even thinking about preparing or updating your estate planning documents is tough stuff. There are many variables to consider.

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