by Christine | Jun 18, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Inheritance, Tax Planning, Trusts, Wills |
Have you thought about dying lately? Most of us don't. Make sure you do some estate planning today before things get complicated. End-of-life planning is not a fun topic to think about. Nobody wants to think about passing away, but is that going to change the...
by Christine | Jun 17, 2015 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Estates, Trusts, Wills |
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the family the opportunity to take over accounts if something were to happen, so they can control the information so it doesn’t get into the wrong hands.”...
by Christine | Jun 16, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Trusts, Wills |
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused about how to divide my estate between my children, who have different needs and financial resources. Is it best to divide it into...
by Christine | Jun 15, 2015 | Asset Protection, Estate Planning, Estates, Living Trust, Probate, Tax Planning, Trusts, Wills |
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and grandparents, and as a result planners in that age group take a more collaborative approach. As reported in a recent USA Today article,...
by Christine | Jun 14, 2015 | Uncategorized |
Once you're divorced you should immediately create a new estate plan — a will or revocable living trust, a healthcare power of attorney, and an advanced health care directive. Read on for more estate planning must-do’s regarding divorce. A...
by Christine | Jun 12, 2015 | Estate Planning, Heirs, Interstate Estate, Wills |
Thus far, many people have attempted to establish a link – none have been successful. If no one claims the inheritance in 30 years, the money goes to the British crown. No will or other estate planning documents could be found for Kathleen Hilda Ryan, who passed away...
by Christine | Jun 11, 2015 | Conservatorships, Dementia, Elder Law, Long Term Care |
Can you imagine not being notified if your parent had been injured, fell ill or had even passed away? With a recently increasing occurrence across the country, state representatives are proposing changes to ensure children have visitation rights to ailing parents. Fox...
by Christine | Jun 11, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, Living Trust, Portability, Power of Attorney, Trusts, Wills |
So how do you know if your estate plan is out-of-date? If your will or trust predates these four key “freshness dates,” it may be time to visit your attorney for a review. Estate plans are not meant to be a one-time deal. If life changes – or the law changes –...
by Christine | Jun 10, 2015 | Digital Assets, Digital Estate Planning, Estate Planning |
“‘Do you have any important business online?’ That is now just as important of a conversation as asking somebody their health care preferences in a life-threatening situation.” Leaving your digital accounts out of your estate plan can prove to be a big, bad mistake....
by Christine | Jun 9, 2015 | Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Although some couples remain unmarried to protect their estates, that strategy backfires if you end up paying estate taxes. If you choose not to marry, you and your partner need to educate yourselves on your estate planning and retirement options. If you’re married,...
