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Category: 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 for Different Ages and Stages of Life

By: Nick Leydorf
Eldery couple happy and smiling
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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Posted on: November 7, 2022 |
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What Estate Planning Can a Nursing Home Resident Do?

By: Nick Leydorf
elderly man with his nurse at the nursing home
Research shows that most of these executors aren’t experts and struggle with the estate settlement process.
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Posted on: November 4, 2022 |
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Can an Elder Law Attorney Help Me with Medicaid?

By: Nick Leydorf
How can an elder law Medicaid attorney help?
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Posted on: November 3, 2022 |
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Why Don’t Most American have an Estate Plan?

By: Nick Leydorf
medical POA
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn't have a plan at the ready.
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Posted on: November 2, 2022 |
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Should I List Beneficiaries on my Life Insurance?

By: Nick Leydorf
Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
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Posted on: November 1, 2022 |
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Estate Planning for Changing Economic Times

By: Nick Leydorf
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
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Posted on: October 31, 2022 |
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How Do I Ask My Parents About Their Estate Plan?

By: Nick Leydorf
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
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Posted on: October 28, 2022 |
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What Happens when You Inherit a Retirement Account?

By: Nick Leydorf
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
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Posted on: October 27, 2022 |
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How Does an Irrevocable Life Insurance Trust Work?

By: Nick Leydorf
Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
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Posted on: October 26, 2022 |
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Top 10 Success Tips for Estate Planning

By: Nick Leydorf
Leydorf Law Firm portfolio book
Estate planning is one of the most important steps you can take for yourself and your loved ones.
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Posted on: October 25, 2022 |
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