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...
by Christine | Jul 8, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Probate, Trusts, Wills |
In some parts of the U.S., like West Virginia, if you die without a will, your estate is first distributed according to your marital status and children, including those of previous marriages. However, if you have no spouse or children, you may want to pull out your...
by Christine | Jul 7, 2015 | Elder Law, Estate Planning, Guardianships, Wills |
Drafting your will and testament is not exactly on most summer to-do lists. For many, the process is a memento mori, a task more foreboding than mowing the overgrown lawn. It's no surprise that according to the American Bar Association, 55 percent of Americans do...
by Christine | Jul 6, 2015 | Asset Protection, Digital Assets, Digital Estate Planning |
Portland attorney Victoria Blachly said people can avoid the personal, financial and in some cases legal headaches that come with losing access to their online accounts by creating a Virtual Asset Instruction Letter where they list their online accounts, the passwords...
by Christine | Jul 5, 2015 | Estate Planning, Estates, Trusts, Wills |
See where boating accidents, law enforcement intervention, firearms and other unexpected events caused deaths at abnormally high rates. Lesson? Get your estate planning in order; you never know when your time will come to an end. Death comes in many variations. It’s...
by Christine | Jul 3, 2015 | Elder Abuse, Elder Law |
The National Council on Aging has identified the Grandparent Scam as one of the top 10 cons targeting the seniors. The scam involves asking grandparents to send money to help out a grandchild in a legal bind. This happens quite often, and many grandparents might be...
by Christine | Jul 2, 2015 | Advanced Health Care Directive, Elder Law, Estate Planning, Estates, Living Trust, Power of Attorney, Trusts, Wills |
At some point, everyone needs to consider estate planning. It’s time to create an up-to-date estate plan when you experience one of these life events. Think estate planning isn’t for you? Think again! And it’s not just a one-time deal; changes in your life should...
