by Christine | Jul 20, 2015 | Asset Protection, Estate Planning, Estates, Family Home, Inheritance, Living Trust, Medi-Cal Long Term Care, Tax Planning |
Let's take a closer look at what a life estate is and how using one could help you save your family home. Home is where the heart is. The thought of losing your home can be devastating. What options do you have to prevent this from happening? Motley Fool’s recent...
by Christine | Jul 17, 2015 | Estate Planning, Estates, Inheritance, Probate, Trusts, Wills |
A bar owner who never attended college has left $200,000 to the alma mater of her best customers. Ida F. Meyer of Lake Placid, Fla., died March 22 at 103 years of age. “I might as well give it back to the College,” she told her attorney Michael A. Rider, during her...
by Christine | Jul 16, 2015 | Retirement, Retirement Planning |
Thinking about pulling up stakes when you retire? Review this checklist of financial concerns first. Moving during retirement is not just about the scenery. You need to understand the full financial impact that can come from relocation. Morningstar’s recentarticle,...
by Christine | Jul 15, 2015 | Elder Law, Estate Planning, Estates, Trustee, Trusts |
Many people set up trusts to help provide for loved ones and favorite causes after they pass away. A trust can help manage the wealth you wish to transfer and ensures the efficient distribution of assets—such as property or a sum of money—over a set period of time....
by Christine | Jul 14, 2015 | Elder Law, Estate Planning, Estates, Trusts, Wills |
What can you do to push past the emotional aspects of estate planning to make sure your surviving family members can successfully deal with issues that may arise after you pass away? Start early. Patrick Severo is the senior vice president and financial advisor at RBC...
by Christine | Jul 13, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
For the last several decades, you’ve always made these kinds of decisions together. What can already be an emotional task of drafting a will is even more so after the loss of a lifelong partner. Even in the event of a terminal illness diagnosis with time to prepare in...
by Christine | Jul 10, 2015 | Estate Planning, Same Sex Estate Planning, Same Sex Marriage |
In the Supreme Court decision Obergefell v. Hodges, the constitutional right to same-sex marriages in all 50 states was affirmed. Tax, estate planning and employee benefit opportunities in the 13 states that previously did not permit same-sex marriages are now...
by Christine | Jul 9, 2015 | Asset Protection, Conservatorships, Elder Law, Estate Planning, Estates, Guardianships, Long Term Care, Retirement Planning, Trusts, Wills |
Although many people feel frustrated by elder conservatorship 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 conservatorship system is doing its job...
by Christine | Jul 8, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Probate, Trusts, Wills |
In some parts of the U.S., like West Virginia, if you die without a will, your estate is first distributed according to your marital status and children, including those of previous marriages. However, if you have no spouse or children, you may want to pull out your...
by Christine | Jul 7, 2015 | Elder Law, Estate Planning, Guardianships, Wills |
Drafting your will and testament is not exactly on most summer to-do lists. For many, the process is a memento mori, a task more foreboding than mowing the overgrown lawn. It's no surprise that according to the American Bar Association, 55 percent of Americans do...
