by Christine | Nov 20, 2013 | Asset Protection, Estate Planning |
Here are some potential pitfalls to keep in mind for couples who are thinking of keeping some or all of their assets separate. When two people have lived together outside of marriage for some time, the question of who owns what can get downright confusing. Obviously,...
by Christine | Nov 19, 2013 | Estate Planning, Family, Family Meeting |
A productive family meeting can have a profound impact not only on the individual family members who attend, but also on all those they interact with afterwards. Communication is key when it comes to estate planning. In fact, the entirety of an estate plan –...
by Christine | Nov 18, 2013 | Elder Care, Elder Law, Estate Planning |
If you’re handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker than you think. Managing your personal finances can be a challenge. But what if you had to manage money for someone else? Managing the finances...
by Christine | Nov 12, 2013 | Estate Law, Estate Planning |
Give a copy of your wills, trusts and powers of attorney (financial and health care) to anyone named or authorized to act on your behalf, and store the originals at home; otherwise, your children could have trouble getting them at the critical time. The best laid...
by Christine | Nov 7, 2013 | Estate Law, Estate Planning, Trusts |
When most people think about trust funds, they envision spoiled rich kids and wealthy families trying to dodge taxes on their piles of money. But what they might not realize is that trust funds can be an incredibly useful—even vital—tool for middle class families, as...
by Christine | Nov 4, 2013 | Charitable Giving, Estate Planning |
Selecting a charity that will use your money wisely and effectively isn’t easy, particularly during this hectic time of year. Donor-advised funds are one solution. Sometimes you can have your cake and eat it too. Or in the case of a donor-advised fund, you can have...
