
Estates


Estate Planning is Tax Efficiency and Wealth Management
To many people estate planning is merely preparing a will to tell your executor what to do with what you own when you die. But, estate planning is more than just drafting a will. It includes tax efficiencies, wealth preservation, asset protection, efficient asset...
Helping Elderly Parents or Friends Avoid Guardianship with a Power of Attorney
As we grow older and perhaps lose a spouse, children, other family members or even friends are often called on to help with financial and other decisions. In more drastic instances a legal guardian may have to be appointed by a Court, often causing unneeded expense...
Caregivers Concerns
As an increasing number of seniors opt to remain in their homes with the assistance of non-family caregivers, there is an increasing risk that they could be victimized by an unscrupulous caregiver. Even if retained from a reputable source, background checked, highly...
Life and Estate Planning for You and Your Parents
The death, disability and isolation caused by COVID-19 highlighted the need for parents and children to assess whether they have appropriate authority to care for the other’s financial and other needs if one is suffering from a medical disability or following their...
Helping Elderly Parents with a Power of Attorney
As parents grow older and perhaps lose a spouse, children, other family members or even friends are often called on to help with financial and other decisions. In more drastic instances a legal guardian may have to be appointed by a Court, often causing unneeded...
Senior Living Contracts
For aging baby boomers there are a plethora of living options from senior communities to assisted care facilities to skilled nursing homes. Each has its own benefits, costs and amenities, and are all subject to a written contract. As the services and purposes of each...Eric Wilen Presented a Seminar on the Basic Tax Concerns When Drafting Wills and Trusts
Eric Wilen spoke at the National Business Institute full day seminar entitled “Step by Step Guide to Drafting Will and Trusts” on Friday, February 9, 2019. Because of Eric’s expertise in tax, he presented to attorneys, accountants, enrolled agents, trust officers and...
The Benefits of Planning
Increasingly rapid changes in our economic life emphasizes the need to work with your lawyer and other professionals to create financial plans that protect your assets, maximize their potential and provide for efficient transfers. This is no longer merely drafting a...
What Insurance Your Business Needs
Any business with value and any business owner with a personal estate should have appropriate business insurance. A competent and trusted insurance agent or broker is critical in obtaining proper insurance from proper companies in proper amounts addressing the...