Asset Protection, Estate Planning The Pros and Cons of Adding Your Adult Child to Your Bank Account There comes a time in many people’s lives when their adult children begin to help out with daily tasks. For … November 25, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 2016 2 MIN READ
Estate Planning, Wills Making Your Estate Plan Your Own Your estate plan is a way for you to make very important decisions regarding the future of your personal property … November 16, 2016 2 MIN READ
Inheriting Partial Ownership Inheriting physical real estate such as a home or vacation cabin can be tricky to navigate. You have to consider … November 14, 2016 2 MIN READ
Estate Planning Inheriting IRAs: A Legacy Full of Potential Pitfalls If you inherit an individual retirement account or IRA there are a few key rules you should be aware of … November 11, 2016 2 MIN READ
Blended Families Estate Planning, Estate Planning, Wills What’s In a Name: Choosing a Name for Your Trust A Living Trust is an estate planning vehicle that helps you avoid probate by transferring property to the people and … November 9, 2016 2 MIN READ
Back to Basics: Estate Planning Vocabulary Estate planning can be a tricky matter. If it wasn’t difficult enough to make decisions regarding the end of your … November 7, 2016 2 MIN READ
Caregiving How to Properly Choose a Caregiver For your Loved One There comes a time when difficult conversations must be had with an elderly loved one in your life that requires … November 5, 2016 2 MIN READ
Caregiving Trust Settlement & Disbursement after Beneficiary Death Upon the happening of an event described in a trust whether it is a term being met a beneficiary reaching … November 2, 2016 2 MIN READ
Estate Planning Duke of Earl Involved in Long Probate Battle Over Alleged Fraud and Undue Influence Gene Chandler (aka Eugene Dixon) was one of the more prominent figures in mid-Twentieth Century Soul and R&B. In 1962 … August 3, 2015 3 MIN READ
Estate Administration, Estate Planning, Estate Taxes, Irrevocable Life Insurance Trust A Quick Guide to Reverse Estate Planning Estate planning relies on a countless number of assumptions. One assumption is that assets only flow in one direction: from … April 10, 2022 2 MIN READ
Estate Planning Deciding on a New York Home Funeral Recently after a mother in Oregon lost her four-year-old son in an accident the woman to take the boy’s body … February 20, 2020 2 MIN READ
