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Category Archives: Estate Planning

AgeInPlace

The Most Popular Choices For Senior Housing

By Tobin O’Connor & Ewing |

Housing is a major component of your budget at any age.  Perhaps, when you applied to rent an apartment when you were young, the rental office told you that your monthly income needed to be at least three times the rent in order to qualify.  Even people who own their own houses spend about… Read More »

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ElderLaw4

Your Estate Plan Should Include A Memory Care Option

By Tobin O’Connor & Ewing |

The decision that an elderly person can no longer live alone safely usually stems from issues of dementia and memory impairment, rather than from limitations of physical health.  It is possible to find workaround solutions that enable seniors to live independently in the face of one or more physical limitations.  You can modify the… Read More »

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EstPlan14

2022 Is The Perfect Year To Benefit From The Annual Gift Tax Exclusion

By Tobin O’Connor & Ewing |

When your kids were younger, this time of year was when you would take them shopping to buy clothes and school supplies for the upcoming school year, and they would daydream about which Halloween costumes they wanted to wear that year and which presents they hoped to find under the Christmas tree.  Life was… Read More »

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EstPlan16

Hybrid Life Insurance Could Be Just What You Need

By Tobin O’Connor & Ewing |

If you have managed to save any money for retirement, you must know enough about personal finance to know that being insurance poor is a mistake.  If you have not retired yet, then the biggest decisions about how to spend your retirement, such as whether to stay in the Washington DC area or move… Read More »

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RetireP

Annuities As A Source Of Retirement Income: Friend Or Foe?

By Tobin O’Connor & Ewing |

Annuities are one of the most boring sources of retirement income.  Far from giving you the thrill you get from investing in the newest kind of cryptocurrency or buying stock in a startup that promises to change the world for the better, annuities have been around since the Roman Empire, when they acted as… Read More »

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EstatePlan8

Choosing A Brain Trust For Your Estate Plan

By Tobin O’Connor & Ewing |

Even now, nearly a century after it formed, President Franklin D. Roosevelt’s “Brain Trust” still gets the occasional shout out in journalistic think pieces.  President Roosevelt’s Brain Trust was a group of legal and economic scholars from whom Roosevelt sought advice on policy, and some of whom held positions in his cabinet; one of… Read More »

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ElderLaw2

These Elder Care Apps May Leave Extra Room In Your Estate Planning Budget

By Tobin O’Connor & Ewing |

No matter the size of your estate, the biggest concern on your mind as you begin your estate plan is not being a burden to your family.  You may have read the New York Times article several months ago about high end assisted living facilities that make aging Baby Boomers feel like they are… Read More »

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UndueInf

Researchers Develop Assessment Tool To Protect Seniors From Abusive Guardianships

By Tobin O’Connor & Ewing |

Some estate planning lawyers start discussions by talking about all the fun you can have with your money in retirement, while others play on your wishes to help your family be financially stable after you die.  Not all of the important estate planning decisions are about money, though.  You will also have to decide… Read More »

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EstPlan22

Long-Term Care Insurance Can Be Your Best Protection Against Financial Catastrophe In Retirement

By Tobin O’Connor & Ewing |

Wishing that you will never need to use a certain type of insurance is a terrible reason not to buy it.  It is true that you do not need to buy homeowners’ insurance if you rent your house, and you probably do not need flood insurance if you live on an upper floor of… Read More »

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Money3

Save Money Now, And Plan For Retirement Later

By Tobin O’Connor & Ewing |

Social Security is set to run out in 2035.  The gig economy accounts for a greater and greater share of jobs.  Will hepatitis or monkeypox be the next pandemic, or will it be something even scarier?  Will we even be alive when millennials reach the current age of today’s Baby Boomers?  How do you… Read More »

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