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How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

07/05/22 • by: Vick Law, P.C.

How Is a Transfer on Death CD Account Taxed?

Estate Planning

Certificates of deposit (CDs) are a low-risk way of putting some money aside for the short- to medium-term future and are a popular way for seniors to earn a modest return on their savings.

06/30/22 • by: Vick Law, P.C.

Wellness Wednesday: How Is Amazon’s Alexa Helping Seniors?

Senior Health

Amazon is introducing two new features for its “Alexa Together” elder care subscription service.

06/29/22 • by: Vick Law, P.C.

Living Trust vs. Estate Plan - What's the Difference?

Estate Planning

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

06/28/22 • by: Vick Law, P.C.

Can a Gun Collection be Part of My Estate Plan?

Estate Planning

Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.

06/27/22 • by: Vick Law, P.C.

Do Supplemental Needs Trust Impact Government Benefits?

Estate Planning

For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.

06/24/22 • by: Vick Law, P.C.

Has COVID-19 Made People More Aware of Estate Planning?

Estate Planning

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

06/23/22 • by: Vick Law, P.C.

Wellness Wednesday: 20/20 Vision Helps to Stave Off Dementia?

Senior Health

Nearly 100,000 dementia cases in the U.S. could have been prevented by improving vision, a cross-sectional analysis suggested.

06/22/22 • by: Vick Law, P.C.

Should You Create a Funeral Trust?

Estate Planning

What exactly is a funeral trust? Funerals can be quite expensive and may leave your family with an unexpected large expense. Continue reading to learn how a funeral trust may help.

06/21/22 • by: Vick Law, P.C.

What’s Involved in an Estate Inventory?

Estate Planning

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.

06/20/22 • by: Vick Law, P.C.

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Estate Planning Blog

How Do I Store Estate Planning Documents?

How Is a Transfer on Death CD Account Taxed?

Wellness Wednesday: How Is Amazon’s Alexa Helping Seniors?

Living Trust vs. Estate Plan - What's the Difference?

Can a Gun Collection be Part of My Estate Plan?

Do Supplemental Needs Trust Impact Government Benefits?

Has COVID-19 Made People More Aware of Estate Planning?

Wellness Wednesday: 20/20 Vision Helps to Stave Off Dementia?

Should You Create a Funeral Trust?

What’s Involved in an Estate Inventory?

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