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...
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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...
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...
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...
To continue the discussion regarding, What to do when a spouse has died. I found it to be extremely helpful to talk to people who have experienced losing a spouse. They can offer tips for how to get through it or just commiserate about shared...
To continue the discussion regarding, What to do when a spouse has died. It becomes very challenging. I called one of my husband's store credit card customer service rep to report his passing and was told "thanks for letting us know of...
