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Posts in category: Estate Planning

Mature woman helping elderly mother with paperwork

Why Your Estate Plan Must Include More than a Will

April 21, 2022
by SM_Admin_Baker Estate Planning

Last Will & Testament A Last Will and Testament is an essential legal document that allows you to accomplish a number of important goals. You can name your beneficiaries and specify the assets you want them to receive; name a guardian for your minor ...

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The Objectives and Benefits of a Spendthrift Trust

February 2, 2022
by SM_Admin_Baker Estate Planning

A spendthrift trust is typically used to prevent a beneficiary from receiving his or her inheritance all at once. There are several reasons why a grantor (the person who creates the trust) might want to consider such an approach. The most obvious reason i ...

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Multi Generation Family Playing Soccer In Garden

What’s Not to Like About an I Love You Will? Plenty.

January 26, 2022
by SM_Admin_Baker Estate Planning

An “I Love You Will” is a last will and testament in which the testator—the person who makes the will—leaves everything to his or her spouse. If you have thought about making a will in the past, you likely considered this approach. Perhaps you have alread ...

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Taxes

Five Ways President Biden’s Tax Plan Could Impact Your Finances

May 3, 2021
by SM_Admin_Baker Estate Planning

Although President Biden outlined his tax plan during the presidential campaign, conventional wisdom held that Republicans in the Senate would block the implementation of his agenda. Now that Democrats control both the House and the Senate (if you factor ...

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Irrevocable living trust concept - couple with their two young children

The Benefits of an Irrevocable Living Trust

December 30, 2020
by SM_Admin_Baker Estate Planning

An Irrevocable Living Trust generally cannot be modified or terminated except under certain limited circumstances. It requires the grantor to transfer assets into the trust and give up his or her rights of ownership to these assets. So why would you want ...

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Client reviewing their beneficiary designations with their attorney. Looking over paperwork.

Have You Reviewed Your Beneficiary Designations Lately?

December 23, 2020
by SM_Admin_Baker Estate Planning

Maybe it's an insurance policy you took out years ago. Or the retirement plan you set up with your employer the day you started working for the company. Or the IRA you have been scrupulously contributing to for two decades. You created them all to prot ...

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Filling Living Will Advance Directive form. Top view

Why You Need Advance Directives

December 9, 2020
by SM_Admin_Baker Estate Planning

Advance directives give a person of your choosing the authority to make decisions on your behalf about the type of care you want in the event of incapacity or an end of life situation. Your directives may contain instructions about the types of medical tr ...

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Welcome to Florida sign

Benefits to Establishing Florida Residency

November 25, 2020
by SM_Admin_Baker Estate Planning

This is the question asked by many snowbirds: Why should I establish Florida residency? Well, there are many reasons people make this choice every year, but it does depend on each individual’s situation. Apart from the beautiful Florida weather, Florida h ...

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Categories

  • Elder Law
  • Estate Planning

Recent Posts

  • Why Your Estate Plan Must Include More than a Will
  • What is the Medicaid Look-Back Period?
  • The Objectives and Benefits of a Spendthrift Trust
  • What’s Not to Like About an I Love You Will? Plenty.
  • Five Ways President Biden’s Tax Plan Could Impact Your Finances

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