Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However,... [Read more...]
Staying Current is Especially Important in the Pandemic
The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care... [Read more...]
Fair Isn’t Always Equal and Vice Versa
When you’re deciding how your assets should be divided at death, sometimes dividing them equally... [Read more...]
Staying Current is Especially Important in the Pandemic
A Health Care Power of Attorney appoints someone to make decisions for you if you’re... [Read more...]
How Will You Age in Place and Be Able to Die at Home?
More and more, Americans are choosing to be cared for and are dying in their... [Read more...]
Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in... [Read more...]
Leaving Assets Can Be Tricky – Part 3
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Leaving Assets Can Be Tricky – Part 2
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Leaving Assets Can Be Tricky
Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
The Basics: Powers of Attorney for Healthcare
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
The Basics: Financial Power of Attorney
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
