Does Estate Planning Include Your Account Passwords?
Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.
Forgot to Update Your Beneficiary Designations? Your Ex Will be Delighted
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
How Can a Power of Attorney Mistake Leave You Penniless?
Within a matter of days, Jorgensen became a widow and lost more than $70,000 from the joint bank account she shared with her late husband.
What a Durable Power of Attorney Can Do
In some cases, the parent may have only nominal limitations. In others, a parent may be fully incapacitated. A parent may be mentally capable of handling any situation and physically capable of handling most.
When Was the Last Time You Talked with Your Estate Planning Attorney?
The Tax Cuts and Jobs Act signed into law in December 2017 could have a major impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.
Being an Adult Means You Need an Estate Plan
Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed.
Own Guns? Don’t Leave Your Heirs This Problem
Most gun owners are cognizant of the strict regulations concerning ownership of a firearm. However, their family members and heirs are often unaware of the laws governing the disposition of a firearm, when the gun owner dies
Will Stepmother Take Dad’s Money When He Dies?
Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.
Downsizing Seniors Find Help from Senior Move Management Companies
A growing number of senior management companies assist with the overwhelming task.
When Do I Need a Power of Attorney?
A power of attorney, or POA, is a document that enables an individual to appoint a person or organization to manage his or her affairs, should this individual become unable to do so.