by Christine Brown | Oct 12, 2017 | Estate Plan, Wills |
A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is a tenancy that allows a person to use a...
by Christine Brown | Dec 15, 2016 | Estate Plan, Estate Planning |
If you have a properly executed Will or Trust in place, good for you! You’ve taken a great step toward protecting your assets for future generations. But, establishing an estate plan is only the first step. You still need to make sure that your plan will stay rock...
by Christine | Dec 1, 2015 | Advanced Health Care Directive, Conservatorships, Dementia, Durable Power of Attorney For Finances, Estate Plan, Estate Planning, Living Trust, Trusts, Wills |
One of the greatest blessings of the holiday season is gathering with friends and loved ones that we don't normally see throughout the year. For some that means visiting with aunts, uncles, cousins and friends over a lively Thanksgiving dinner. For...
by Christine | Aug 20, 2015 | Estate Plan, Estate Planning, Wills |
The classic story of a vulnerable wealthy elderly person being influenced by a caretaker who seeks to enrich him or herself has been updated in a dispute between a disinherited brother and psychiatrist/girlfriend of a Texas woman who is alleged to have been...
by Christine | May 1, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estate Tax, Estates, Financial Planning, Individual Retirement Accounts (IRA), Living Trust, Trusts, Wills |
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan. Those two choices are the Simplified Employee Pension (SEP) plan and the individual retirement arrangement (IRA). A recent...
by Christine | Apr 22, 2015 | Asset Protection, Debt, Estate Plan, Estate Planning, Estate Tax, Estates, Probate, Taxes, Trusts, Wills |
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit issues and create an action plan for the possibility of remaining debt after the borrower dies. If you aren’t sure what to do with a loved...
