Estate Planning
I’ve Inherited an IRA – Now, What about Taxes?
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
December 25, 2019
Blog Articles
Estate Planning
What Happens If a Spouse Is Not on the Deed?
I don’t understand why my husband, who had nothing to do with buying my home, can have any claim to it when I die. Is there any way my son can get my home, instead of my husband?
December 12, 2019
Estate Planning
What Is an Ethical Will and Do You Need One?
An ethical will—also referred to as a legacy letter—can be a valuable complement to your legal will, as well as a wonderful gift to your family or other loved ones.
December 5, 2019
Advance Healthcare Directives
Sharing Legal Documents and Passwords
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
November 14, 2019
Estate Planning
Are Seniors Prepared for Natural Disasters?
A new national poll shows that many people over age 50 haven’t taken key steps to protect their health and well-being in case of severe weather, long-term power outages, or other situations.
November 6, 2019
Durable Power of Attorney
Special Needs Family Requires Special Planning
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.
October 31, 2019
Alzheimer's
New Technology Brings A New Aging Marker: Taking Away the Phone
Increasingly, families will encounter similar concerns, as older adults become reliant on computers, cellphones and tablets: With cognitive impairment, these devices become difficult to use and, in some cases, problematic.
October 29, 2019
Decedent
In Estate Planning, Fair and Equal are Different
We all have witnessed how children have a difficult time understanding why one sibling was treated differently. To overcome this, parents will make the well-intentioned mistake that fair and equal are the same.
October 24, 2019
Durable Power of Attorney
Having That Conversation with Your Parents
Talking about money is hard. Talking to your parents about their financial situation can be even harder.
October 17, 2019
Asset Protection
Your Spouse Just Died … Now What?
In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications, when the financially dominant partner dies first.
October 10, 2019
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