Should You Tap Retirement Funds in a Crisis?
U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.
Estate Law Blogs & News
Why You Need an Estate Plan, Especially Now
It’s never too early to start working on how your things will be handled, once you pass away.
What You Need to Know about Creating A Will
If you pass away with no will, a state court may decide who gets your assets and — if you have children — who will care for them.
How Do I Avoid Estate Planning Mistakes?
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
What If Grandma Didn’t Have a Will and Dies?
The novel coronavirus pandemic has upended the lives of millions, created a slew of unexpected struggles and, for many, turned nightmares into reality.
What Should I Keep in My Safe Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
Elder Financial Abuse Fraud Occurs To Often.
Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn’t noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.
What Parts of Estate Plan Should Be Reviewed?
Many people are taking this time at home during the COVID-19 crisis to update their estate plan. Here are six critical estate plan components you should focus on, in light of the current pandemic.
Update Trusts and Wills These 12 Times in Your Life
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
What To Know about Trusts and Estate Planning!
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
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