Durable Power of Attorney
Estate Planning Is for Everyone, at Every Age
There are milestones in every life. For many, graduations, marriage, children, opening a business and retiring are among these milestones.
October 3, 2019
Blog Articles
So, You Have to Manage Someone Else’s Money – Now What?
I have appointed my oldest son as agent using a durable power of attorney form I got on the Internet. I want to be sure he understands his responsibilities, if he has to manage my money and pay my bills when I become ill.
October 1, 2019
401(k)
Retirement Planning: Where to Start?
Contemplation of retirement can be both exciting and intimidating. Obviously, planning for the beginning of retirement should start early.
September 25, 2019
Annuities
What Is Your Goal for Heirs?
Many clients want to leave a legacy, not just save for a comfortable retirement.
September 24, 2019
Estate Planning
Beneficiary Designations and Your IRAs
If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.
September 10, 2019
Durable Power of Attorney
Why You Need a Power of Attorney in Your Estate Plan
A power of attorney is a way for you to designate a person of your choice to make decisions for you.
September 4, 2019
Asset Protection
What Happens When a Relative Sells a Home They Inherited to another Relative?
My mother recently died, leaving a house to my three siblings and me. We had the house appraised in February. My sister is buying the rest of us out. We decided to give our sister a break and sold her the house below the appraised amount.
September 3, 2019
Estate Planning
Second Time Down the Aisle? Make Sure Your Estate Plan Is Ready
The first thing to realize is that as soon as you marry, your spouse is granted certain inheritance rights under law. However, these rights of inheritance can be waived or modified by using an anti-nuptial agreement, or as its more commonly known, a pre-nuptial agreement.
August 27, 2019
Alzheimer's
Advance Planning Key for Alzheimer’s Patients
Talks about money and long-term care wishes can be tough enough. However, when a loved one is suffering from memory loss, advocates say there is no time to waste.
August 26, 2019
Estate Planning
What You Need to Know If Asked to Be a Trustee
If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When do my responsibilities end?
August 12, 2019
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