Here are seven critical documents necessary to cover the aspects of a well-devised estate plan. 1. Last Will & Testament The fundamental purpose of a will is to outline who will receive your assets upon your death. Another important purpose of a...
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What is a HEALTHCARE PROXY? When mental incapacity arises, attention is often directed to the asset management problems, but equal and sometimes greater problems related to health care decisions are also presented. Perhaps too much attention had been...
Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...
Power of Attorney is a legal document that allow you to give some one of your choice the power to act on your behalf. With a power of attorney, the person that you appoint will be legally permitted to take care of certain matters for you in the event...
There are many scammers out there trying to get your money. Please heed the following if you get a call: Warning Signs You get an unsolicited call from someone claiming to work for SSA. Except in rare circumstances, you will not get a call from...
My parents had no will. My Dad kept meaning to have one drafted but he died at the age of 79. Still no will and my Mom wanted no part of one. She simply wrote notes on things she wanted one of her 9 children to have. She wrote my name on the back of...
To help asset transfers go more smoothly, follow these tips for naming beneficiaries: 1) Fill forms out completely. When listing beneficiaries, include full names, Social Security numbers and relationships to you. If you have multiple beneficiaries...
HOW DO I PROTECT MY CHILDREN'S INHERITANCES? The best way to protect your children's inheritances is by setting up a Revocable Living Trust and having your children receive their inheritance within a sub-trust of your Revocable Trust....
Filing Federal Income Taxes for the Deceased Follow these tips to keep an already stressful time from becoming more stressful by Kimberly Lankford, AARP, February 16, 2021 Alamy Stock Photo When a loved one passes away, someone has to file...
Happy Monday everyone! I'm sure like most people, we are cleaning out closets, donating clothes to Goodwill, throwing out junk, updating things that long ago need to be replaced or outlived their effectiveness, etc. I just have to look out my...
