How Can Estate Planning Address the Troubled Child?
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
What Do I Need to Know about Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
What’s Going on with the Estate of Kenny Rogers?
A friend of the late Kenny Rogers is being sued by the singer's estate for allegedly producing an unauthorized DVD of The Gambler's farewell tour.
How to Use Joint Accounts and Beneficiary Designations
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
Trusts Make Sense Even When You Aren’t a Billionaire
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Zappos CEO had No Will and That Is a Mistake
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
What are the Biggest Mistakes Women make with Social Security?
Women face unique challenges when planning for retirement and making these mistakes can result in a skimpier retirement.
Do Seniors with Dementia Show Signs of Financial ‘Symptoms’ Years before a Diagnosis?
A new study led by researchers at the Johns Hopkins Bloomberg School of Public Health and the Federal Reserve Board of Governors found that Medicare beneficiaries who go on to be diagnosed with dementia are more likely to miss payments on bills, as early as six years before a clinical diagnosis.
Do You Know Your Job as Executor, Agent or Trustee?
Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.
Should a Husband and Wife have Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.