Counsel & Advice From Top New Mexico Estate Planning & Elder Law Attorney
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
Doing some ‘upstream’ planning will take the guesswork out of what’s coming your way.
The Inflation Reduction Act of 2022 provides many benefits for retirees and older Americans.
A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust.
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
It’s common for older adults to leave their homes and move into a new living space – like a family member’s house, assisted living facility, or nursing home – but a recent effort by the U.S. Department of Housing and Urban Development is hoping to change that and help older homeowners instead age in place.
Life insurance is often a cornerstone of a comprehensive estate plan, mainly when an estate consists of largely illiquid assets.
How much money will be in your Social Security retirement check, and how much can you keep? For retirees, these are burning questions.
Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.
A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
