Bank Accounts are Not Wills
It seems that some people are allergic to the thought of estate planning and creating…
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Estate Planning
Moving an elderly relative? Think about state taxes
It’s a common scenario: An elderly relative is no longer able to live alone, so…
Read MoreNew problem for some executors and heirs
Executors who have to file a federal estate tax return, and some heirs who receive…
Read More‘Spendthrift trust’ gets divided at divorce
Even though a wealthy family put assets in a trust for their children in order…
Read MoreThe advantages of making a list of assets and debts
Have you ever considered writing down a list of all your assets (with account numbers,…
Read MoreMedicare now covers conversations about end-of-life care
Did you know that 40 percent of people over age 65 haven’t written down their…
Read MoreBillionaire Sumner Redstone Found Competent By Judge
A very public lawsuit over some very private matters involving a 92 year old man…
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What you need to know if you’re an agent under a power of attorney
If someone has named you as an agent under a durable power of attorney, you’ll…
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Be careful if different people handle your finances and health care
It’s not uncommon for seniors to name one person in their power of attorney document…
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The Right Tool for the Right Job: Advanced Medical Directives and Powers of Attorney
When engaged in estate planning, it is important to understand the three main legal documents…
Read MorePlan for the possibility of Alzheimer’s disease
Did you know that 47% of people over age 85 are affected by Alzheimer’s disease?…
Read MoreBe Alert to the Health Conditions of Family Members When Visiting Over the Holidays
If you’re traveling over the holidays, you may see family members for the first time…
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