by Christine | Jun 30, 2015 | Beneficiary Designation, Beneficiary Forms, Divorce, Estate Planning, Estates, LIfe Insurance, Trusts, Wills |
Fran had just learned that her deceased husband Ed’s life insurance proceeds were going to be paid to his ex-wife Sally. As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. You heard that right. The ex-wife Sally will...
by Christine | Jun 29, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Retirement Planning, Tax Planning, Trusts, Wills |
In nearly every way you could make a mistake — for example, saving too late — you can also make up ground by availing yourself of all resources at your disposal (say, your employer's 401(k) matching program). With that in mind, here’s a list of 28...
by Christine | Jun 23, 2015 | Advanced Health Care Directive, Elder Law, Estate Planning, Estates, Power of Attorney, Trusts, Wills, Women & the Law |
In the absence of a well-crafted estate plan, women can be affected more often and more directly than men. According to www.forbes.com, women live longer than men, on average, and tend to marry older spouses; this makes women three times more likely as men to...
by Christine | Jun 22, 2015 | Estate Planning, Estates, Power of Attorney, Wills |
Most people do it to save money, but they may overlook or forget to take care of some important details – details that may eventually cost them much more than the amount they could save. Wills, trusts and estate plans should be crafted with the help of an estate...
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.”...
