Where Should I Keep My Estate Plan?

Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?

What’s Best for You, a Will or a Trust?

In past generations, families were very close, there were few estates that had any tax liability, and children respected their parents’ wishes, both before and after the parents passed away.

Beneficiary Designations and Your IRAs

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.

Business Succession Planning For Business Owners

A solid estate plan should include your will, a power of attorney and a trust. All of these components provide asset protection for your business while you’re alive and after your death.

When Do I Need a Power of Attorney?

In the absence of a durable power of attorney, who has the right to sign for an incapacitated person?

What Happens When Both Spouses Have a Simultaneous Death?

Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die very close in time to each other.

New Medicare Rule Makes It Harder to Receive Home Care

It may become harder for Medicare beneficiaries to find home health care due to a new rule from the Centers for Medicare and Medicaid Services (CMS). Although the rule changes the way home health care providers are reimbursed, it could…

Can a Trust Be Amended?

In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned about this whole deal.