by Christine | Nov 5, 2012 | Elder Law, Estate Planning |
Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence. And it’s the laws of that state which will dictate your estate planning. You will need to decide which state would...
by Christine | Nov 2, 2012 | Estate Law, Estate Planning, Trusts |
Defective grantor trust is a really stupid name for something that, in the right circumstances, can be a very good idea. Somewhere along the line somebody realized that people might be disturbed by hearing that their trust was defective so the term became...
by Christine | Oct 31, 2012 | Digital Assets, Estate Planning |
If you inadvertently lock out your executor or the very person who has power of attorney over your finances, you can create a huge hassle for your family just trying to pay your bills. Since we now live in a paperless world, they need something important – your...
by Christine | Oct 30, 2012 | Estate Planning, Executor, Inheritance, Wills |
The chief risk is always that the money will impact a kids’ motivation and self-reliance. “Ideally one would set aside enough funds to allow our family members to do anything they could do, but not so much that they could do nothing.” You give an inheritance to your...
by Christine | Oct 29, 2012 | Beneficiary, Estate Planning, LIfe Insurance |
Assets that allow beneficiary designations provide powerful benefits that permit the owner to designate who will inherit the assets, how they can inherit the assets, avoidance of probate, and potential tax minimization, to name a few. Most individuals do not give the...
by Christine | Oct 24, 2012 | Estate Planning |
National Estate Planning Awareness Week (Oct. 15-21). What’s that? As Forbes Senior Editor Deborah L. Jacobs put it in a recent post: “It’s a bit of a contrivance by lawyers in the field to get you to seek out their services. But it’s also a good time to...
