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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(Taken from The Norwood Local Town Pages August 2020) In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. If you are considering writing your own will or using...
Living Will Basics Anyone 18 or older and of sound mind can make a living will. It must generally be witnessed by two adults who aren't responsible for your medical care or related to you by blood, marriage or adoption. A living will only...
A case before the Supreme Judicial Court could have a devastating effect on assisted living facilities in the state. The issue is whether the facilities are subject to the requirements of the security deposit statute that covers landlords and, if so,...
In the Lawyers Weekly (11/25/19) under Verdicts & Settlements: Mimi Greenberg died in 1974 and was survived by her spouse, defendant Nathan Greenberg and their two adult children, plaintiffs Ruthanne Miller and Henry Greenberg. Mimi had executed...
Today so many people use social media to communicate with eachother. I know I use Facebook to catch up on family photos from my siblings who are scattered throughout the country. It's free and I don't have to worry about when to call...
A Trustee’s duties include, among other things, prudent investing, carrying out the express terms of the Trust, maintaining a relationship with the beneficiaries, providing annual accounts to the beneficiaries, and tax compliance. Trustees owe a...
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...
Many of these financial needs could be avoided by using insurance or health savings accounts and proper estate planning. However, many types of insurance do not cover some long-term care needs and some individuals may try to avoid...
Ineriting an IRA or aiming to protect your own heirs, you've got to get the IRS involved. 1) First, do no harm. If you inherit a retirement account, don't do anything until you know exactly what rules apply. With your own IRA you can take...
