by Christine | Apr 3, 2015 | Advanced Health Care Directive, Asset Protection, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Individual Retirement Accounts (IRA), Living Trust, Probate, Trusts, Wills |
While not all encompassing, these guides serve as a starting point to help your parents. There are many family dynamics at play when these types of planning conversations arise, so you need to be cognizant of patterns and relationships. Starting earlier will reap...
by Christine | Mar 30, 2015 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Living Trust, Probate, Trusts, Wills |
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused about how to divide my estate between my children, who have different needs and financial resources. Is it best to divide it into...
by Christine | Mar 26, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Have you thought about dying lately? Most of us don't. Make sure you do some estate planning today before things get complicated. End-of-life planning is not a fun topic to think about. Nobody wants to think about passing away, but is that going to change the...
by Christine | Mar 23, 2015 | Estate Plan, Estate Planning, Guardianships, Inheritance, Probate, Trusts, Wills |
Although it is a difficult subject to face, you have options when it comes to protecting your estate and your family. The steps you take now can help prevent the wrong people from making decisions for your loved ones. If you have minor children, who will take care of...
by Christine | Mar 19, 2015 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Estates, Probate, Trusts, Wills |
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the family the opportunity to take over accounts if something were to happen, so they can control the information so it doesn’t get into the wrong hands.”...
by Christine | Mar 17, 2015 | Asset Protection, Conservatorships, Elder Law, Estate Planning, Estate Tax, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Tax Planning, Wills |
The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients' demographic. Look at who's a top corporate sponsor: Viking River Cruises, which told The New York Times that “our demographic is affluent...
