Tag: Estate Planning

We Want to Draft Your Legacy

What Is a Power of Attorney?

September 30, 2021
A power of attorney is an important document. It is, nevertheless, frequently disregarded in estate planning. People usually concentrate their efforts on their wills and trusts, naming a power of attorney at the last minute.
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What You Need to Know About 529 College Savings Plans

September 23, 2021
Only about 35% of Americans have heard of 529 plans, according to the College Savings Plans Network. Of those, a mere one in four connect the plans with higher education savings.
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What’s the Difference between a Conservatorship and a Guardianship?

September 13, 2021
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
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How are Seniors Partnering Up?

August 9, 2021
Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
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Are 529 Plans Part of Your Estate?

June 22, 2021
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
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Do Estate Planning before Golden Age Ends

June 15, 2021
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
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What is not Covered by a Will?

May 12, 2021
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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How can I Revoke an Irrevocable Trust?

April 29, 2021
I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
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Does My Family have to Pay My Credit Cards when I Die?

April 7, 2021
Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?
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What are the Options when you Inherit a House?

March 23, 2021
Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
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