by Christine | Mar 31, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, Estate Planning, Estates, Individual Retirement Accounts (IRA), Living Trust, Trusts, Wills |
Once estate planning documents are in place, they should be revisited periodically. If there is a major change in your circumstances- good or bad, your attorney should know. How are those New Year’s Resolutions coming along for your finances and estate plan?...
by Christine | Mar 30, 2015 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Living Trust, Probate, 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 | Mar 27, 2015 | Asset Protection, Estate Plan, Estate Tax, Estates, Farms, Inheritance, Living Trust, Tax Planning, Trusts, Wills |
People who own as little as three acres and engage in agricultural practices such as hay harvesting, bee keeping, chicken raising, and designating land for grazing animals may find themselves rewarded by localities with an enormous discount of up to 95% on property...
by Christine | Mar 26, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Probate, 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 | Mar 25, 2015 | Conservatee, Conservator, Conservatorships, Elder Care, Elder Law, Estate Plan, Estate Planning, Guardianships, Living Trust, Special Needs Planning, Special Needs Trusts, Trusts |
Although many people feel frustrated by elder guardianship 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 guardianship system is doing its job properly –and...
by Christine | Mar 24, 2015 | Advanced Health Care Directive, Alzheimer's, Asset Protection, Conservatorships, Dementia, Elder Law, Estate Planning, Trusts, Wills |
Accounting for the possibility of your own and your loved one’s eventual mental incapacity is a key part of any estate plan. If your loved one appears to be showing signs of diminishing mental acuity, ask if he or she has the proper documents in place. If so, find out...
by Christine | Mar 23, 2015 | Estate Plan, Estate Planning, Guardianships, Inheritance, Probate, Trusts, Wills |
Although it is a difficult subject to face, you have options when it comes to protecting your estate and your family. The steps you take now can help prevent the wrong people from making decisions for your loved ones. If you have minor children, who will take care of...
by Christine | Mar 20, 2015 | Uncategorized |
Until Feb. 20, when Missouri state authorities intervened to help Yvette James get control of her father's remains, James was stuck in a nightmare of red tape. All she wanted was to rightfully fulfill her father’s burial wishes, something she should have legally...
by Christine | Mar 19, 2015 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Estates, Probate, 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 | Mar 18, 2015 | Asset Protection, College Planning, Estate Planning, Tax Planning |
Given the rising cost of most college tuitions, the complexity of college loan agreements and the difficulty for most middle-income families in simply maintaining their budget for ordinary daily household expenses, planning for your children’s college education is an...
