by Christine | Oct 28, 2014 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Estates, Living Trust, Medical Directives, Power of Attorney, Probate, Trusts, Wills |
The online forms you come across may or may not work. These forms tend to not be state specific which means your will may or may not be valid. If you are going to take the time to draft a will or any other estate planning document (which you should), you definitely...
by Christine | Oct 24, 2014 | Asset Protection, Bankruptcy, Bequest, Individual Retirement Accounts (IRA), Inheritance, Inherited IRAs, IRA Rollover, Irrevocable Trust, Living Trust, Probate, Trusts, Wills |
As a result, financial advisers and families are taking steps to shield IRA assets for children and other beneficiaries in case those heirs ever find themselves in bankruptcy proceedings. Is your IRA protected from creditors in the event of bankruptcy? Not anymore....
by Christine | Oct 20, 2014 | Estate Planning, Estates, Guardianships, Inheritance, Power of Attorney, Probate, Trusts, Wills |
If you want to stay in control of your money and medical decisions until the end, here are the five most important estate-planning documents you need to have. If you aren't sure which estate planning tools you really need, at least start with the basics. A...
by Christine | Oct 14, 2014 | Conservatorships, Elder Law, Estate Plan, Estate Planning, Family Meeting, Living Will, Power of Attorney, Probate, Trusts |
Talking to family members about estate planning and legacies can be difficult and even painful. Those discussions, however, will almost certainly be less painful in the long run than the stories children may make up after parents are gone about why they made the...
by Christine | Sep 26, 2014 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Death is emotionally difficult enough without discovering that you have no idea what digital assets a person had or what they wanted done with them. A growing concern among those wishing to properly manage their digital estate is "digital death," which...
by Christine | Sep 25, 2014 | Conservatee, Conservator, Conservatorships, Estate Plan, Estate Planning, Inheritance, Living Trust, Living Will, Long Term Care, Long Term Care Insurance, Medi-Cal Long Term Care, Medicaid, Medical Directives, Probate, Trusts, Wills |
The most important thing for any patient with a long-term illness is to focus on his overall health and mental outlook. Having financial plans in place allows a patient to set other worries aside. How do you plan for future illnesses or tragedies? The "what...
