Insights & Updates
Estate planning guidance from the attorneys at Meuli Law Office.
Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a scholarship fund, support medical research, or help your local community, thoughtful charitable planning can maximize your impact while potentially providing tax benefits for your heirs. Since this time of year invokes a desire to give to those less fo
What to Do If You Suspect Financial Elder Abuse
Financial elder abuse is a critical issue that affects some of our most vulnerable community members. As our population ages, the frequency of financial exploitation cases involving elders is disturbingly on the rise. This type of abuse involves the unauthorized or improper use of an elder's funds, property, or assets, often by someone they know and trust. Understanding how to recognize the signs of financial elder abuse and knowing the steps to take if you suspect it is paramount in protecting
Why Would You Use a Revocable Trust?
Revocable trusts, also known as living trusts, are a cornerstone of modern estate planning. Unlike wills, which become effective upon death, revocable trusts offer flexibility and control over assets during one's lifetime. Understanding why you might choose a revocable trust over other estate planning tools can help you make informed decisions about managing your assets and ensuring your wishes are fulfilled. Key Advantages of a Revocable Trust Revocable trusts offer several distinct benefit
5 Common Estate Planning Mistakes to Avoid
Estate planning is an essential part of financial planning, but it can be a complex process. Unfortunately, many people make common estate planning mistakes that can have serious consequences. In this blog post, we will discuss five of the most common estate planning mistakes and offer tips on how to avoid them. Mistake 1: Failing to update beneficiary designations One of the most common estate planning mistakes is failing to update beneficiary designations on financial accounts or life insu