by Christine | Jun 23, 2015 | Advanced Health Care Directive, Elder Law, Estate Planning, Estates, Power of Attorney, Trusts, Wills, Women & the Law |
In the absence of a well-crafted estate plan, women can be affected more often and more directly than men. According to www.forbes.com, women live longer than men, on average, and tend to marry older spouses; this makes women three times more likely as men to...
by Christine | Jun 18, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Inheritance, 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 | Jun 17, 2015 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Estates, 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 | Jun 16, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, 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 | Jun 15, 2015 | Asset Protection, Estate Planning, Estates, Living Trust, Probate, Tax Planning, Trusts, Wills |
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and grandparents, and as a result planners in that age group take a more collaborative approach. As reported in a recent USA Today article,...
by Christine | Jun 11, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, Living Trust, Portability, Power of Attorney, Trusts, Wills |
So how do you know if your estate plan is out-of-date? If your will or trust predates these four key “freshness dates,” it may be time to visit your attorney for a review. Estate plans are not meant to be a one-time deal. If life changes – or the law changes –...
