Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.
Pre-planning is the secret to saving costs on funeral expenses. Here are six ways to cut the costs on end-of-life services.
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
Elder law focuses on the needs of people over the age of 65. The major areas of this specialty are estate planning, long-term care planning, special needs planning, disability planning, conservatorship or guardianship and elder abuse.
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
Stay the course. Don’t overreact. Think long-term.
Those beneficiary forms you filled out years ago can supersede your other estate plans.
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