Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?
What Is an Eligible Designated Beneficiary?
Appeals Court Rules in Will Dispute between Ex-Wife and Brother
Recently, the Indiana Court of Appeals decided the case of Trowbridge v. Estate of Trowbridge. The case involved a man, Everett, who, despite their divorce, remained on good terms with his ex-wife, Christal.
Coronavirus Makes Estate and Tax Planning an Urgent Task
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
What If the Coronavirus Leaves Me Critically Ill?
With some cases of COVID-19, patients are dying in isolation. The sorrowful stories are a grim but important reminder: if you haven't formalized your final wishes, you likely would not have the opportunity to do so from your hospital bed.
What is the Verdict on the Will of Carole Baskin’s Long-Missing Husband?
A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.
What Is a Testamentary Trust and Do You Need One?
Utilization of a testamentary trust for the surviving spouse is an excellent idea, whether the survivor is the husband or wife.
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…
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.
What if I Don’t Have a Will in the Pandemic?
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
How Low-Interest Rates Create Estate Planning Opportunities
A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?