Dec 30, 2020

In this case, “Robin,” a solo ager, is looking to update her estate plan. She is divorced and has two biological daughters. One is living abroad and one not on good terms with her mother. One lives too far away to be a part of the estate plan and the other has been neglectful and the relationship is strained. For...

Dec 23, 2020

Believe it or not, we have clients to do not wish to accept their inheritance. Although extremely rare, there is actually no legal obligation to accept, and it’s completely okay to decline. There are often situations where it is best.

In a recent case, our client “Evette” lost her long-time boyfriend. They were...

Dec 16, 2020

Quite often we are asked by family members and heirs what the process is to sell a deceased person’s home. It can be a complex and typically you should have a lawyer, but this blog shares a general understanding of how it works and what you can do to get started.

Did the Deceased Own Property?

While most people assume...

Dec 9, 2020

We are thrilled to have spoken with Carol Marak, solo aging advisor and advocate. Carol is the founder of the Elder Orphan Facebook Group, which launched in 2016 has almost 10,000 members. She also has a very successful YouTube channel called Solo and Smart and her book Solo and Smart, is slated for publication in...

Dec 2, 2020

It’s not uncommon for couples to forgo marriage. Instead, they choose to live their lives together as
partners and significant others. But what does that mean for the other person when their partner dies?

In this particular situation, “Ed” wants to leave his estate to his long-time girlfriend, but he doesn’t...