Can You Amend a Power of Attorney?
If the durable power of attorney can't be transferred, what needs to be done to establish a new durable power of attorney for my aunt despite her mental incapacity?
Is Transferring House to Children a Good Idea?
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
The Biggest Mistake in Trusts: Funding
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
What’s Better, A Living Trust or a Will?
Last wills and testaments, which were invented centuries ago, are the most famous estate-planning documents.
Should I Use a Trust to Protect My Children’s Inheritance?
We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?
Am I Too Young to Start Thinking About Estate Planning?
After taking inventory of your possessions, including your home, vehicle, stocks, life insurance policies, etc., there are many steps you will need to take to protect these assets -- and yourself. There are many steps and documents that advisors will suggest you put into place immediately for your protection.