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Estate Planning to Prepare for Cognitive Decline

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades. Estate planning can help you navigate cognitive decline and ensure your wishes are met.

05/18/23 • by: Vick Law, P.C.

Should I Convert to a Roth IRA?

Estate Planning

If you have a Roth IRA, you may be planning to use it as part of your retirement income.

05/18/23 • by: Vick Law, P.C.

3 Key Estate Planning Benefits That Go Overlooked

Estate Planning

The main reason to plan your estate is to make sure that your wishes are followed after you are gone.

05/16/23 • by: Vick Law, P.C.

Golden Strategies: Retirement Workshop

Estate Planning

Golden Strategies Workshop & Webinar - A workshop designed for anyone interested in building strategies for a future retirement as well as those retiring soon, recently retired, or well into their retirement.

05/11/23 • by: Vick Law, P.C.

What are Pros and Cons of a Marital Trust?

Estate Planning

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.

05/10/23 • by: Vick Law, P.C.

5 Estate Planning Tips to Protect Parents from Scammers

Estate Planning

Scam artists often target older adults, partly because they have amassed greater wealth and may be more vulnerable.

05/08/23 • by: Vick Law, P.C.

‘When’ is the Big Question in Estate Planning

Estate Planning

People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’

05/04/23 • by: Vick Law, P.C.

What Elements are Overlooked in Estate Plans?

Estate Planning

There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.

05/02/23 • by: Vick Law, P.C.

7 Signs it May Be Time to Sue an Executor

Estate Planning

The deceased person's beneficiaries, meanwhile, get to receive assets from the estate. In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.

05/01/23 • by: Vick Law, P.C.

Do Seniors Need These Types of Insurance?

Estate Planning

To determine if a certain type of policy is extraneous, look at the potential risk — the probability of filing a claim — and the cost of protecting against that risk. You’ll also want to consider whether the policy is still needed, given your age and circumstances.

04/26/23 • by: Vick Law, P.C.

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Estate Planning Blog

Estate Planning to Prepare for Cognitive Decline

Should I Convert to a Roth IRA?

3 Key Estate Planning Benefits That Go Overlooked

Golden Strategies: Retirement Workshop

What are Pros and Cons of a Marital Trust?

5 Estate Planning Tips to Protect Parents from Scammers

‘When’ is the Big Question in Estate Planning

What Elements are Overlooked in Estate Plans?

7 Signs it May Be Time to Sue an Executor

Do Seniors Need These Types of Insurance?

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