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A Pennsylvania couple may have lost their life savings by making a fundamental estate planning mistake.
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Read More »The number of older Americans with student loan debt – either theirs or someone else’s — is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading into retirement.
Read More »Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor.
Read More »Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start.
Read More »When fashion designer L’Wren Scott committed suicide, she left her entire estate to her boyfriend, Mick Jagger, instead of to her sister or brother.
Read More »While the internet makes our lives more convenient, it also adds new complications. For example, what happens to all our online data and assets if we become disabled or die?
Read More »For better and for worse, Medicaid is the primary method of paying for nursing home care in the United States. But navigating the Medicaid system is complicated and confusing. Here are the basics.
Read More »Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.
Read More »Talking about estate planning is a difficult, emotional topic but it’s essential for every family. These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.
Read More »Bank of America refused to honor a Florida man’s power of attorney and paid a stiff price, but the case also raises the issue of the proper use of joint bank accounts in estate planning.
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