Counsel & Advice From Top New Mexico Estate Planning & Elder Law Attorney
Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.
The U.S. Department of Health and Human Services put forth a national strategy – the first of its kind – to support millions of family caregivers and address the challenges they face when caring for people with developmental disabilities or other health issues.
Just 34% of adult Americans have an estate plan, and 37% of respondents said they didn’t have a plan ready.
In Social Security parlance, ‘benefit’ and ‘payment’ are often used interchangeably. However, they do not mean precisely the same thing.
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.
