by Christine | Jul 22, 2015 | Elder Law, Estate Planning, Estates, Retirement Planning, Trusts, Wills |
Don’t wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning. Are you sure you’re ready to retire? You may have a few items to address before your golden years...
by Christine | Jul 21, 2015 | Estate Planning, Heirs, Wills |
While some estate planning is better than none, most Americans don't speak with their heirs about basic issues – like where the wills can be found – and most wills are not updated. A recent study from the Center on Wealth and Philanthropy at Boston College,...
by Christine | Jul 20, 2015 | Asset Protection, Estate Planning, Estates, Family Home, Inheritance, Living Trust, Medi-Cal Long Term Care, Tax Planning |
Let's take a closer look at what a life estate is and how using one could help you save your family home. Home is where the heart is. The thought of losing your home can be devastating. What options do you have to prevent this from happening? Motley Fool’s recent...
by Christine | Jul 17, 2015 | Estate Planning, Estates, Inheritance, Probate, Trusts, Wills |
A bar owner who never attended college has left $200,000 to the alma mater of her best customers. Ida F. Meyer of Lake Placid, Fla., died March 22 at 103 years of age. “I might as well give it back to the College,” she told her attorney Michael A. Rider, during her...
by Christine | Jul 16, 2015 | Retirement, Retirement Planning |
Thinking about pulling up stakes when you retire? Review this checklist of financial concerns first. Moving during retirement is not just about the scenery. You need to understand the full financial impact that can come from relocation. Morningstar’s recentarticle,...
by Christine | Jul 15, 2015 | Elder Law, Estate Planning, Estates, Trustee, Trusts |
Many people set up trusts to help provide for loved ones and favorite causes after they pass away. A trust can help manage the wealth you wish to transfer and ensures the efficient distribution of assets—such as property or a sum of money—over a set period of time....
by Christine | Jul 14, 2015 | Elder Law, Estate Planning, Estates, Trusts, Wills |
What can you do to push past the emotional aspects of estate planning to make sure your surviving family members can successfully deal with issues that may arise after you pass away? Start early. Patrick Severo is the senior vice president and financial advisor at RBC...
by Christine | Jul 13, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
For the last several decades, you’ve always made these kinds of decisions together. What can already be an emotional task of drafting a will is even more so after the loss of a lifelong partner. Even in the event of a terminal illness diagnosis with time to prepare in...
by Christine | Jul 10, 2015 | Estate Planning, Same Sex Estate Planning, Same Sex Marriage |
In the Supreme Court decision Obergefell v. Hodges, the constitutional right to same-sex marriages in all 50 states was affirmed. Tax, estate planning and employee benefit opportunities in the 13 states that previously did not permit same-sex marriages are now...
by Christine | Jul 9, 2015 | Asset Protection, Conservatorships, Elder Law, Estate Planning, Estates, Guardianships, Long Term Care, Retirement Planning, Trusts, Wills |
Although many people feel frustrated by elder conservatorship systems designed to protect adults no longer able to fend for themselves, what’s even sadder are the many instances where it turns out that the elder conservatorship system is doing its job...
