by Christine | Apr 28, 2015 | Asset Protection, Charitable Remainder Trust, Charitable Trust, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
Detroit businessman Dick E. Morand is giving to the causes close to his heart. Morand died in Detroit in 1977 at the age of 87. He was founder and owner of D.E. Machinery Company and was vice president of Addy-Morand Machinery Company. His wife, Helen, died in 1976...
by Christine | Apr 27, 2015 | Assets, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
He kept much of his holdings in paper stock certificates locked away in a safe-deposit box. While Mr. Read invested the time needed to stay on top of all of his positions, experts say that for many investors, holding physical stock certificates just isn’t practical...
by Christine | Apr 24, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Retirement, Retirement Planning, Tax Planning, Trusts, Wills |
In nearly every way you could make a mistake — for example, saving too late — you can also make up ground by availing yourself of all resources at your disposal (say, your employer's 401(k) matching program). With that in mind, here’s a list of 28...
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...
by Christine | Apr 21, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"The mess comes when you don't have proper estate planning," said Robert Nachshin, a family law attorney based in Los Angeles. An important tool in that toolbox is a prenup, which spells out how assets should be split up if the marriage fails or a spouse...
by Christine | Apr 20, 2015 | Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
“I’m a caregiving expert, with more than 30 years of experience in the field of aging, so you’d think I’d be fully prepared for a loved one’s death, especially when that person is older or has been battling illness. Yet even for me, death caught me by surprise.” There...
