Steps to Take When a Loved One Dies
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
What Can I Do to Plan for Incapacity?
As part of your financial and estate planning, you should make arrangements for your care, in case you become incapacitated.
Elder Abuse Continues as a Billion-dollar Problem
The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but that’s based solely on reported cases of fraud. Other estimates are 10 times that much.
Fearing COVID-19, Older People Alter Their Living Wills
Fearing COVID-19, Older People Alter Their Living Wills Fearing COVID-19, Older People are Altering Their Living Wills. Minna Buck, 91, had been following the craze surrounding COVID-19. Last month, Buck decided to revise a document specifying her wishes if…
How to Keep the Family Vacation Home in the Family
Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?
How Family Businesses Can Prepare Now for Future Tax Changes?
Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of financial decisions that could impact the wealth of their business and the legacy they leave to their successors.
What Should I know about Financial Powers of Attorney?
Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Do I Need an Estate Plan with a New Child in the Family?
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
How do I include my Grandchildren in my Estate Plan?
How do I include my Grandchildren in my Estate Plan? Grandchildren are often on the minds of those doing estate planning; learn the best strategies for including them in your plan. Similarly to planning the transfer of assets to your…
What Is a ‘Survivorship’ Period?
Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.