On October 8th my husband, Mike, passed away. He was sick for quite some time and I knew the day was drawing near that he would no longer be with us. I want to point out that a few years ago, we decided to have a will drawn up. We procrastinated for...
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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...
When loved ones pass away there's way too much to handle in a short time: notifying others despite feelings of intense grief; funeral arrangements; living without the departed individual; keeping or dispensing with their possessions; a potential...
The Importance of a Healthcare Proxy in Times of Crisis In times of crisis, it is of paramount importance to have proper documents in place in the event that you fall seriously ill. A health care proxy is a legal document in which you to designate an...
This is a guide from the Federal Trade Commission (FTC): Here's a list of what should never be shredded and should ideally be stored in a safe deposit box at the bank or in a locked box: Divorce decrees Original marriage and birth...
Documents called a Durable Power of Attorney and Health Care Proxy, which give authority to an agent which continues despite the disability or incapacity of the make of the power. It is a substitutue for a court-appointed guardian or...
The year is still young......PLEASE think (more importantly DO something) about planning ahead.The outreach message we're hoping Kathy and others can continue to sow amongst any and all fifty (50) or older penetrates more deeply the more we run...
Why You Must Check Your Estate Plan Every Year Revisit for Your Welfare Certain things happen every year: holidays, birthdays, anniversaries…and estate plan reviews. That’s right! Checking your estate plan is worth turning into an...
This Week's Decisions: Mass Lawyers Weekly (August 31, 2020): Where a judge removed a plaintiff as a beneficiary of a trust, finding that the plaintiff had forfeited his right to the trust assets under the trust's "no contest"...
Here is a guide from the Federal Trade Commission (FTC) for getting rid of some of that extra paper clutter and free up some shelf and cabinet space: Immediately shred – All sales and ATM cash withdrawal receipts, utility bills, credit card...
