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...
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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...
Providing for your pets doesn't have to be complicated. It may be as simple as talking it over with your children or other relatives and ensuring that they would welcome your pets into their homes. But if you don't know for sure where your...
The big issue sometimes in probate, is whether or not you should advise or encourage litigation. Many things such as seeking the removal of a trustee, demanding accountings, trying to dissolve the trust, etc. may all be legally justified- BUT not...
When you read this, you should ask yourself, "Do I have a will?" "Did I do the right thing and plan far enough ahead to avoid any confusion or undue drama when I pass away?" Did you know that if you have no relatives (not...
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...
