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...
by Christine | Apr 15, 2015 | Asset Protection, Charitable Giving, Charitable Planning, Estate Planning, Estate Tax, Estates, Living Trust, Probate, Tax Planning, Trusts |
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM). Lifetime gifting allows you to see your donation make a difference. In addition to this...
by Christine | Apr 14, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, Living Trust, Probate, Trusts, Widow, Wills |
As Mary Todd Lincoln’s character in “The Widow Lincoln” faces dozens of unpaid bills for home furnishings, clothes and jewelry, she asks, “How will I ever pay these debts? I am nothing. I am no one.” On top of moving out of the White House, mothering her sons and...
by Christine | Apr 10, 2015 | Asset Protection, Elder Law, Estate Planning, Incapacity, Inheritance, Living Trust, Probate, Trusts, Wills |
In part due to questions about his true intentions as expressed in his will and trust, Brando’s estate was involved in more than two dozens lawsuits by 2009 — five years after his death. He passed away on July 1, 2004, at 80 years of age, suffering from a host of...
by Christine | Apr 8, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Incapacity, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Ernie Banks died on January 23rd at age 83 from a heart condition. Interestingly, his death certificate listed dementia as a “significant condition contributing” to his death. Why is that important? Well, three months before he died, Banks signed a new...
by Christine | Apr 6, 2015 | Asset Protection, Divorce, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Individual Retirement Accounts (IRA), Living Trust, Probate, Trusts, Wills |
Failure to do so — or to alert all relevant parties to the changes — could result in certain assets and benefits unintentionally going to your former spouse or his or her family upon your death. A MarketWatch article, titled “Just divorced? Don’t forget to separate...
