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Legacy Planning: The Ultimate Gift

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What Experts Does a New Widow Need?

Losing your spouse can be a critical moment in your life, during which you’ll need support from friends and family and plenty of time to heal. You’ll also want to rally a trusted team of experts who can help a new widow through new and probably unwelcome territory.
12/28/22 • by: Law Office of Michelle Adams
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How to Talk to Parents about Estate Planning

With nearly 90% of caregivers providing care to a family member, and the holidays rapidly approaching, it is an opportune time to check in with both aging family members, as well as those performing caregiving duties.
12/28/22 • by: Law Office of Michelle Adams
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Why Would I Need a Post-Nup?

While couples might sign a prenuptial agreement before they’re married and a “post-nup” after, it’s more than just the timing that differentiates these arrangements, experts say.
12/20/22 • by: Law Office of Michelle Adams
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How to Transfer Business to the Next Generation

Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
12/12/22 • by: Law Office of Michelle Adams
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Costly Mistakes Women Make with Social Security

Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.
12/12/22 • by: Law Office of Michelle Adams
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Estate Planning for Different Ages and Stages of Life

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.
11/17/22 • by: Law Office of Michelle Adams
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Can Loved One’s Funeral Expenses Be Deducted?

The ability to deduct funeral expenses on your tax returns depends on who paid for the funeral expenses.
11/17/22 • by: Law Office of Michelle Adams
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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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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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