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Legacy Planning: The Ultimate Gift

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What Do I Need to Do When a Loved One Dies?

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.
10/20/22 • by: Law Office of Michelle Adams
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Is Your Business Included in Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
10/20/22 • by: Law Office of Michelle Adams
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How Does Probate Court Work?

Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.
10/20/22 • by: Law Office of Michelle Adams
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Estate Plans Can Protect against Exploitation

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
10/20/22 • by: Law Office of Michelle Adams
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What’s Being Done to Help Seniors Age in Place?

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.
10/20/22 • by: Law Office of Michelle Adams
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Are Seniors Missing Out on Important Benefits?

Millions of older adults are having trouble making ends meet, especially during these inflationary times. Yet many don’t realize help is available. Some notable programs that offer financial assistance are underused.
10/12/22 • by: Law Office of Michelle Adams
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What is a Life Estate?

Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
10/12/22 • by: Law Office of Michelle Adams
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Patagonia Founder Chouinard Gives Company to Planet Earth

’Instead of ‘going public,’ you could say we're ‘going purpose,’ Patagonia founder Yvon Chouinard said of his decision to give away the multi-billion dollar company.
10/12/22 • by: Law Office of Michelle Adams
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No Inheritance Tax for King Charles III

King Charles III has ascended to the U.K. throne, but he won't have to pay the U.K.'s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That's because of a deal the royals made with the government nearly 30 years ago.
10/12/22 • by: Law Office of Michelle Adams
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Ask Mom if She has a Will

My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
10/12/22 • by: Law Office of Michelle Adams
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Regardless of your income level or celebrity status, everyone will leave a legacy. And author Michelle Adams helps you to be intentional about building a strong family legacy. Order a copy today!
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