by Christine | Nov 12, 2014 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Probate, Trusts, Wills |
Making decisions about the disposition of your assets can be an emotionally fraught and time-consuming process. Take small steps and seek expert guidance to realize your plans for the financial care of your families. Who gets what when it comes to your estate? The...
by Christine | Nov 11, 2014 | Asset Protection, Beneficiary Designation, Estate Planning, Individual Retirement Accounts (IRA), Wills |
One of the colossal failures in estate planning I witness when people make their wills is not coordinating the will with the overall beneficiary designations they have chosen. Does your will surpass your beneficiary designations on financial accounts? A recent Wall...
by Christine | Nov 10, 2014 | Asset Protection, Assets, Blended Families, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A tax battle is brewing over his $83 million estate, pitting Mr. Clancy’s wife against the adult children of his former marriage. His widow Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in court...
by Christine | Nov 6, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
They can be incredibly useful tools, and thanks to the publicity, more people may consider using them, but many people misunderstand how trusts work. Let's take a look at — and dispel — three common myths about them. Are trusts too much work? Are they...
by Christine | Nov 5, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Inheritance, Probate, Trusts, Wills |
So who needs estate planning? The answer is just about everyone. Although it is true that the planning that is required for a person with very limited wealth versus that of a person with great wealth, should not be as complex or costly, some degree of planning is...
by Christine | Nov 4, 2014 | Asset Protection, Assets, Conservatorships, Elder Law, Estate Planning, Estate Tax, Estates, Guardianships, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Mediation, Power of Attorney, Probate, Tax Planning, Turnover, Wills |
Mediation has emerged as a valuable tool for seniors and their families as an alternative to costly litigation. Mediation can be a useful instrument to prevent post death conflict by dealing with a family's issues during the senior's life. A recent issue of...
