Where there is a Will, there is not always an estate plan. A Will is a good start, but you need more. First, a Will allows you to do the following: Direct who inherits your property after your death Nominate an executor (personal representative) to administer your estate Nominate legal guardians for your minor children […]
A Will Alone Is Not An Estate Plan Read More »
Do You Have A Revocable Living Trust? Will Your Family Have To Go To Court And Lose Their Valuable Privacy? Whether You Own A Little Or A Lot, You Need To Be Careful With Your Revocable Living Trust Do you have a revocable living trust as part of your estate planning? A solid estate plan
Why Did Carrie Fisher’s Estate Plan Fail? Read More »
Are you a senior worried about identity theft? Or are you worried about a loved one with dementia becoming a victim of identity theft? Here are some tips on freezing someone’s credit. This is important if you’re trying to protect someone from elder abuse. What Does It Mean To Freeze Credit? A credit freeze restricts
How Do You Freeze Your Credit? Read More »
In Part 1 of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed under their care. Here, we’ll discuss how seniors can use estate planning to avoid the potential abuse and other negative consequences of court-ordered guardianship. As our senior population continues to expand, an increasing
Part 2: Use Estate Planning To Avoid Adult Guardianship And Elder Abuse Read More »
If you have a pet, he or she probably feels like part of your family. So it makes sense to take care of your pet if you become incapacitated or pass away. Because if you don’t make any plans, your beloved companion could end up in an animal shelter or worse. The law looks at
How Can You Use Estate Planning To Take Care Of Your Pet? Read More »
This article is part of a series discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with us to learn how to do the right
Part 2: The Real Cost Of Not Planning Read More »
\”When the parents are gone, there’s all kinds of unforeseen stuff they leave us with, stuff they never intended.” – Ira Glass, in This American Life, Episode 763: “Left Behind” If you grew up with siblings, you probably remember some sibling rivalry. That rivalry can continue well into adulthood, especially after the parents are gone.
When A Will Isn’t Enough To Avoid Conflict: Remember Your Personal Property Read More »
Living in the digital age, having online access to investments is a great convenience. But the downside is that they can create a very difficult situation for a surviving spouse or executor trying to find the deceased’s assets. What is the first thing you are told about any password? Don’t write it down. This can
Will Your Estate Have A Password Problem? Read More »
Once you or your parents reach senior status, you really can’t afford to put it off any longer. Unfortunately, without proper planning, seniors can lose everything, even if they have family to look after them. Having a will isn’t enough. More and more, the media is highlighting stories of seniors being taken advantage of, and
Estate Planning Mistakes Seniors (Including You Or Your Parents) Can’t Afford To Make Read More »
Since estate planning involves thinking about death, many people put it off until their senior years, or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create a major hardship, expense, and mess for the loved ones and assets you leave behind. While not having any
5 Common Estate Planning Mistakes And How To Avoid Them Read More »