February 24, 2021 •
Estate Planning ![]()
When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.
Read MoreFebruary 23, 2021 •
Estate Planning ![]()
Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
Read MoreFebruary 22, 2021 •
Estate Planning ![]()
If the durable power of attorney can't be transferred, what needs to be done to establish a new durable power of attorney for my aunt despite her mental incapacity?
Read MoreFebruary 19, 2021 •
Estate Planning ![]()
The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.
Read MoreFebruary 18, 2021 •
Estate Planning ![]()
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Read MoreFebruary 18, 2021 •
Estate Planning ![]()
When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
Read MoreFebruary 17, 2021 •
Estate Planning ![]()
The death of a loved one is always a difficult time. The last thing most people want when they're grieving is to have to deal with the IRS and state tax officials.
Read MoreFebruary 17, 2021 •
Estate Planning ![]()
Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.
Read MoreFebruary 11, 2021 •
Estate Planning ![]()
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
Read More
