by Christine | Dec 1, 2014 | Asset Protection, Assets, Conservatorships, Estate Plan, Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
To prevent you and your family members from enduring more stress, misery or confusion than necessary, here are five estate-planning booboos to avoid … Think you have the right ideas when it comes to your estate? You may want to watch out for some common...
by Christine | Nov 28, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Schwab-Pomerantz and Cuthbertson, who is publishing director at Schwab, have put together a comprehensive guide that will help you plan for retirement. If you need to plan for your retirement, you may feel overwhelmed to even start the process. What steps do you need...
by Christine | Nov 27, 2014 | Asset Protection, Estate Planning, Estates, Probate, Tax Planning, Trusts, Wills |
On September 4, 2014, comedy icon Joan Rivers passed away. It's no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. Craft services. Paparazzi. Meryl Streep crying in five different accents. These are just a few of the wishes...
by Christine | Nov 26, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. Document gathering can be overwhelming when it comes to...
by Christine | Nov 24, 2014 | Asset Protection, Estate Planning, Executor, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A revocable living trust is similar to a will in that it indicates how you would like your assets to be distributed after your death and can be amended anytime. While you should always have a will, a living trust—which is simply a trust set up during your...
by Christine | Nov 21, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Probate, Reverse Mortgage Loan, Trusts, Wills |
In a decision issued September 30, 2013, the U.S. District Court for the District of Columbia agreed with AARP and told HUD to find a way to shield surviving spouses from foreclosure and eviction. A recent Elder Law Answers article, titled "Feds Move...
by Christine | Nov 20, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Power of Attorney, Probate, Trusts, Wills |
After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J. Howard Marshall has been resolved. Another celebrity estate battle gives us another valuable estate planning lesson. A...
by Christine | Nov 19, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Wills, health care directives, lists of passwords to online accounts. By now, most people know they should prepare these items — even if they haven’t yet — and make them available to trusted family members before the unthinkable, yet inevitable, happens. While getting...
by Christine | Nov 18, 2014 | Asset Protection, Estate Planning, Estates, Guardianships, Inheritance, Power of Attorney, Probate, Trusts, Wills |
Dealing with an ill parent or their estate once they pass can be difficult, and having support through your siblings is important. However, sibling feuds can get in the way and cause conflicts during this time. Having your parents’ estate planning documents in...
by Christine | Nov 17, 2014 | Art, Asset Protection, Assets, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
Serious art collectors might roll over in their graves—or never marry—if they knew what feuds their purchases were destined to inspire. On the other hand, lots of friction can be avoided if lovers of art and their families acquaint themselves with a few legal and tax...
