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 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...
