by Christine | Aug 18, 2014 | Asset Protection, Estate Plan, Estate Planning, Guardianships, Inheritance, Probate, Trusts, Wills |
Who will be your child's guardian, and who will be the guardian of your estate? Experts say it's a difficult decision many families agonize over, and there's no one-size-fits-all scenario. In the event that you pass away suddenly and unexpectedly, what...
by Christine | Aug 15, 2014 | Estate Planning, Individual Retirement Accounts (IRA) |
A ruling by the U.S. Supreme Court holding that assets contained in an inherited individual retirement account (IRA) don’t qualify as retirement funds for the purposes of bankruptcy exemption, has turned the estate planning community on its head. Prior to a recent US...
by Christine | Aug 14, 2014 | Estate Plan, Estate Planning, Trusts |
Your estate plan is only as good as the people who implement it. When heirs aren’t competent, don’t pay attention to details, or they can decide to pursue their own interests, and disaster can ensue. The latest case involves the Walt Disney estate. "If you...
by Christine | Aug 13, 2014 | Digital Assets, Digital Estate Planning, Estate Planning |
Recently,the Uniform Law Commission drafted the Uniform Fiduciary Access to Digital Assets Act, a model law that would let relatives access the social media accounts of the deceased. Digital estate planning has become a hot button issue in estate planning and...
by Christine | Aug 12, 2014 | Divorce, Estate Plan |
A scenario commonly encountered within estate planning is when an individual dies while negotiating a separation agreement with their spouse, or when in the midst of divorce proceedings. While a divorce order will void specific bequests to a spouse, merely...
