Upon the death of a family member or friend, there are many details to see to in a short time. The emotions surrounding the loss make level-headed decisions difficult, and, once the funeral is over, there are many financial and legal tasks that must be dealt with. A letter of instruction can provide valuable guidance […]
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ElderLaw Answers: Is It Legal for My Mother to Name Her Financial Advisor as a Beneficiary in Her Will?
Q: My mother named her financial adviser and his children as beneficiaries in her will. Is it legal for her attorney to allow this? A: It is legal, but it raises red flags. In the United States, you can do whatever you want with your money: give it to your neighbor, your lover, your church, […]
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Forbes Article: 6 Estate Planning Tips For Blended Families
Written By: Christine Fletcher Remember the Brady Bunch television show that extolled the joys and challenges of blended families? Mike and Carol Brady were the iconic blended family, each bringing 3 children into the marriage and raising them as one big happy family. I wonder what their estate planning looked like. Did Mike leave everything […]
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Kiplinger Article: Top 10 Estate Planning Tips in a Time of Coronavirus
The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way. By Sam Nuxoll, It has arrived: the unexpected, potentially life-threatening circumstance you had in mind when you set up your estate plan, and now you’re […]
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Washington Post Article: The Purposes of Revocable vs. Irrevocable Trusts
A revocable trust and an irrevocable trust serve totally different needs. By Ilyce Glink and Samuel J. Tamkin Q: I am divorced and have two grown daughters. I am placing my house in a trust. My attorney is recommending an irrevocable trust. Which do you prefer, revocable or irrevocable and why? A: What we prefer has nothing to do with […]
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Caring.Com Article: More Than Half Of U.S. Adults Don’t Have A Will, New Survey Reveals
By: Caring.Com, Contributor Let’s face it—end-of-life planning isn’t fun. The topic can seem morose, depressing — maybe even a little scary. But it’s also a critical aspect of managing your assets and protecting your family, which is why it’s surprising that nearly 6 out of 10 Americans are unprepared for the inevitable. According to a […]
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Forbes Article: What The Wealthy Are Doing With Their Estate Planning During The Covid-19 Crisis
By: Megan Gorman Across the country, Americans are reeling from the impact of the Covid-19 crisis. But as volatility impacts all areas of our daily life, many wealthy Americans are looking at their estate planning to see if there are any unique opportunities. While this may seem to be an odd time to focus on estate […]
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Video: Estate Planning Services
Many people devote more time to planning a vacation than they do planning their estate. Without estate planning you are only making things harder for those that you love.
Continue reading…Strategic Estate Planning Services
It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they’re gone. Sure, estate planning isn’t as fun to think about as booking a trip or checking out restaurant reviews. But without it, […]
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Article from MarketWatch: You Need to Make a Will Now More Than Ever
By Brad Wiewel This article is reprinted by permission from NextAvenue.org. It is part of The Coronavirus Outbreak: What You Need To Know Special Report. The pandemic proves you need a will, but the process has changed. Until now, you may have viewed writing a will as something you’d get around to doing someday. But because of the […]
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