How Can a Power of Attorney Mistake Leave You Penniless?

Within a matter of days, Jorgensen became a widow and lost more than $70,000 from the joint bank account she shared with her late husband.

A Power of Attorney and a Trust Protect You – Not Just Your Heirs

If you prefer to have control over this decision rather than a total stranger, get a durable power of attorney.

What If I Give Unequal Inheritances to My Kids?

Most of us would like to be remembered for who we were, not what we had. If you have any assets that you’ve accumulated during your lifetime that you plan to leave behind, it’s on you to figure out who gets what.

Should My Estate Plan Include a Trust?

Many investors have an idea how they would like their assets distributed upon their passing. However, they are not sure of the best way to do so. Trusts are entities that ensure money and assets are handled according to the grantor’s instructions, keep the estate and its dealings private, and can be structured to a specific need.

What’s the Best Way to Pass the Family Vacation Home to the Next Generation?

Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax exclusion through 2025), should find out whether their children want it.

The People They Trust, Rip Off Seniors the Most

The sad truth is that the people they should be able to trust the most, take the lion’s share of the money from older adults.

Wills v. Trusts: What’s Right for You?

While we are young, many of us neglect to consider what will happen to our family and property after we pass away. Youth gives us the illusion of invulnerability, but the truth is that tomorrow is not promised to anyone.

What a Durable Power of Attorney Can Do

In some cases, the parent may have only nominal limitations. In others, a parent may be fully incapacitated. A parent may be mentally capable of handling any situation and physically capable of handling most.