Am I Named in a Will? How Would I Know?
How can we see if there was a will and if it’s worth pursuing?
March 13, 2021
Can You Amend a Power of Attorney?
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?
March 12, 2021
Should You Gift Stocks as Part of Your Estate Plan?
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.
March 11, 2021
Divorce, Death and Details: Missteps can Create Estate Planning Disasters
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.
March 10, 2021
Does a Trust Have to Be Funded to Be Valid?
If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.
March 9, 2021
What Legal Documents Should You Have?
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
March 6, 2021
Does a Will Supersede a Beneficiary Form?
If you haven’t reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
March 5, 2021
How Much Should We Tell the Children about the Estate Plan?
Even those with thorough estate plans might have neglected to discuss details with potential heirs.
March 4, 2021
What Do I Need to Know about Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
March 3, 2021
What Steps to Take when Diagnosed with Alzheimer’s
Obviously, the first step is to work with your doctor to slow the progression. However, there are legal steps you need to take as quickly as possible.
March 2, 2021
