Plan it Forward

with

E-Law

Counsel & Advice From Top New Mexico Estate Planning & Elder Law Attorney

Estate Planning

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.

Estate Planning and Elder Law Silos

Should You Agree to Being a Guardian?

You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.

March 3, 2023

Why You Need a Secondary Beneficiary

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.

March 1, 2023

What Is HIPAA Authorization?

The HIPAA Privacy Rule permits the sharing of health information by healthcare providers, health plans, healthcare clearinghouses, business associates of HIPAA-covered entities and other entities covered by HIPAA Rules under certain circumstances.

March 1, 2023

How Does a Trust Work?

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.

March 1, 2023

What Is an Estate Planning Checkup?

An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.

March 1, 2023

What Is a Digital Asset for Estate Planning?

The average American maintains between 30 and 50 online accounts at any given time. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

February 23, 2023