Common Estate Planning Mistakes to Avoid
Here are a few things to avoid on your way to an appointment with a qualified estate planning attorney to discuss your own estate plan, and a couple of others to keep in mind once you get there.
Will a Reverse Mortgage Help Me in Retirement?
While it’s common advice that retirees should avoid borrowing if possible, situations could arise when it will be necessary. Where to turn?
Your Will Isn’t the End of Your Estate Planning
Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.
The Estate Planning Goal of What To Do with Mom’s House
The executor is responsible for finding a buyer and doing all that is necessary to get the best price possible.
Make Sure Your Power of Attorney Works When Needed
If you find it increasingly difficult in recent years to have your power of attorney recognized by banks and financial institutions, it might help to know some of the history behind both changes in the law and in attitude.
Common Asset Protection Mistakes in Titling Real Property
Unlike personal property, real property–such as real estate or automobiles–is titled to convey ownership.
Use a Trust to Protect an Inheritance
If you have any reservations about who you have in mind when writing your will, whether you're thinking about a young child or even an older person who could be vulnerable to scams, a trust could make a lot of sense.
Elder Law Can Help When an Aging Parent Refuses to Give Up Control
There are plenty of aging parents out there making life difficult for their adult children…
Do I Need to Update My Estate Plan if I Move to a New State?
You may have a will or a full estate plan that was prepared by an attorney in another state, or perhaps you haven’t yet taken the important step of planning your estate.
Estate Planning For Special Needs Family Members
Without proper planning, leaving an inheritance or making a gift to a disabled family member can cause the disabled person to lose their means-based government benefits, such as Supplemental Security Income or Medicaid.