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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

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

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

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

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

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

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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Law Office of Michelle Adams

Blog Articles

How to Transfer Business to the Next Generation

Costly Mistakes Women Make with Social Security

Estate Planning for Different Ages and Stages of Life

Can Loved One’s Funeral Expenses Be Deducted?

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

Estate Plans Can Protect against Exploitation

What’s Being Done to Help Seniors Age in Place?

Are Seniors Missing Out on Important Benefits?

Can Beneficiary Designations Be Challenged?

What are Alternatives to Guardianship?

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Law Office of Michelle Adams