Incapacity Planning

New York Medical Aid in Dying Act (S.138/A.136) Summary & Practitioner Guide

Purpose This memo provides a clear, client‑friendly summary of New York’s newly enacted Medical Aid in Dying Act, highlights key requirements and timelines, and offers a practical checklist. New York becomes the 13th State. DC is included. Executive Summary Overview of the Act The Act authorizes a narrow, highly regulated pathway for mentally capable, terminally […]

Why Clients Need to Think About Incapacity Planning

Death is the elephant in the room when talking about estate planning with clients. To avoid causing undue distress, we often skirt the issue, referring to heirs and beneficiaries or using terms like 'pass away' or 'pass on'. This is a matter of professional courtesy. Clients need not be reminded of death’s inevitability. It is […]

Who Needs an Estate Plan?

If you are reading this, you need an estate plan. Why? The short answer is that everyone ages 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth, or are entering adulthood; you need a written plan to control what happens to the […]

Incapacity Planning and Pets

Few US adults have an estate plan, and even fewer have included a pet. Perhaps an estate plan addresses who will take your pet when you die. But does it address the possibility of your incapacity and the need for a temporary pet caretaker? Recently, a client who loved animals died, and her estate plan […]

Review Your Estate Plan

When was the last time you reviewed your estate plan? Despite our regular reminders every four years, only some people take the time to review it. While it may not lead your mind, managing your strategy is crucial. I have listed reasons you should do this soon, and your active participation in this process is […]

What Happens to Your Digital Accounts at Your Death?

Some have said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, our online accounts can outlive us and even live in perpetuity. Having a digital estate plan that arranges what happens to these accounts when we […]

Things to Know When Planning for an Addicted Loved One

Some have said that the only thing harder than being an addict is loving one. It can be difficult for a parent to bring a child into the world, full of hopes and dreams about their future, and then watch them spiral down into addiction. Having someone in your life who struggles with substance abuse […]

What You Can Learn from the Leno Conservatorship Proceedings

When most people think about creating an estate plan, they usually focus on what will happen when they die. They rarely consider what their wishes would be if they were alive but unable to manage their affairs (if they are alive but incapacitated). Often, failing to plan for incapacity can result in families having to […]

Preparing for the Challenges of Caregiving

Started in 1994 by the Caregiver Action Network (CAN), National Family Caregivers Month is a time to honor caregivers and the invaluable role they play in our nation. Each November, CAN campaigns to raise awareness about the serious issues caregivers face and the support services that may be available to them. According to a study […]

Britney Spears Court Case Brings Conservatorship to the National Stage

Estate planning often makes the news when wealthy celebrities die and leave behind messy multi-million dollar estates. Over the last few weeks, however, estate law is making headlines thanks to pop music icon Britney Spears and her highly controversial conservatorship. Ms. Spears, who is 39 years old, is petitioning the court to release her from […]

1 2 Next »

Subscribe

Receive our new blog articles in your email inbox.

Company
This field is for validation purposes and should be left unchanged.
Name*
First Last
Email*
CAPTCHA

Categories

Recent Posts

New York Medical Aid in Dying Act (S.138/A.136) Summary & Practitioner Guide

Why Receiving an Inheritance Changes Your Estate Plan

Estate Planning as a Love Language: Protecting Those Who Depend on You

Estate Planning in the Digital Age

Gary Altman Named a 2026 Washingtonian Top Financial Advisor

Trump Accounts

When Your Wealth Is Global, Estate Planning Is No Longer Simple

Why Clients Need to Think About Incapacity Planning

5 Easy Tips to Simplify Your Charitable Giving

Super Lawyers 2026

1 2 3 … 82 Next »