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Do I Need to Name a Guardian for My Children in the Will?

Why naming a guardian for your child is important.

Posted on: November 19, 2020

Special Needs Plans Need Regular Reviews to Protect Loved Ones

Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.

Posted on: November 18, 2020

Does Your Inherited House have a Mortgage?

What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage?

Posted on: November 17, 2020

What are the Responsibilities of a Trustee?

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.

Posted on: November 16, 2020

Why Is a Roth IRA a Perfect Supplement to Social Security?

Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.

Posted on: November 13, 2020

Is My Estate Plan Set with a Power of Attorney?

When do you need your estate plan to “go to work” for you? While you may think the right answer is “after I die,” the actual answer is “if I lose the ability to manage my own affairs.

Posted on: November 12, 2020

How Do I Know If Mom Left Me Her IRA?

My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?

Posted on: November 11, 2020

Estate Battles Over Personal Property Distribution

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.

Posted on: November 10, 2020

Act Quickly to Protect an Estate

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Posted on: November 9, 2020

Estate Planning Actions to Consider before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

Posted on: November 6, 2020