Helpful Links

A Place for Mom connects moms, dads, seniors and families like yours to the right elder care so you can have peace of mind and focus on your loved ones. From finding the right nursing home, dementia care or assisted living to researching Veterans’ benefits and how to pay for senior care, we’ll be with you each step of the way. CLICK HERE TO VISIT

This link provided by the Social Security administration provides helpful information and options for persons thinking of retiring or taking Social Security benefits. CLICK HERE TO VISIT

Rick Courtney is a Fellow in the ACTEC which is a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts; estate planning; and probate procedure and administration of trusts and estates of decedents, minors and incompetents. Established in 1949, ACTEC is governed by 39 Fellows who serve on its Board of Regents, six of whom are the officers of ACTEC. The ACTEC has produced a series of helpful videos that Rick is proud to make available to his clients. Topics and links include:

What is a Prenuptial Agreement?

What is Community Property?

Motivating Heirs with an Incentive Trust 

Gift Tax, the Annual Exclusion and Estate Planning

Estate Planning in the 2020 Election Year

Estate Planning Strategies for Retiring Abroad

Estate Planning Considerations for Small Business Owners

Estate Planning Considerations for Small Business Owners

Utilizing Positive Psychology in Your Estate Plan

Can I Change My Irrevocable Trust?

Special Needs Trusts

Advance Medical Directives

Getting Your Affairs in Order: Essential Legal Documents

How the SECURE Act May Impact Your Retirement Plan

Estate Planning for a College Student or Young Adult

Transferring Assets to a Minor Child

A Child’s Right to Information When a Parent Dies

Coordinating Beneficiary Designations with the Overall Estate Plan

Digital Asset Management in Life and Death

5 Reasons to Update Your Estate Plan

What to Consider When Setting Up Trusts for Children

Choosing an Executor or Trustee

Divorce and Estate Planning

Should I Sign New Estate Planning Documents When I Move to a New State?

What is a Will and Why Do I Need One?

IRAs and IRA Beneficiaries

How Does a Revocable Trust Avoid Probate?

What is Joint Tenancy and When Should I Use It?

What Is Probate?

What Is a Revocable Trust and Do I Need One?

Understanding Power of Attorney