What Do I Need in My Estate Plan in Addition to a Will?
American Legion's recent article, "Planning beyond the will," says that it's important that your estate planning papers are...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Consider A Power of Attorney as a Parent’s Condition Takes a Turn
An 80-year-old man had seizures several months ago. He was treated in the hospital and since then, has had some lapses in...
Death Happens when We’re Not Looking – Be Prepared
There are hard topics, like sickness and death, that estate planning prepares for. Then there's the unexpected, says Wicked...
What Will New Acts of Congress Mean for Stretch IRAs?
The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an...
Why are Senior Citizens So Vulnerable to Scammers?
The amount of money stolen from seniors is absolutely stunning, but what makes this worse is that victims are often too...
How Can Beneficiary Designations Wreck My Estate Plan?
It's not uncommon for the intent of an individual's will and trust to be overridden by beneficiary designations that weren't...
What Did a CA Couple’s Grandkids Say That Led to a $750-mil Donation?
A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in...
Managing an Aging Parent’s Financial and Legal Life
As parents age, it becomes more important for their children or another trusted adult to start helping them with their...
‘Aging in Place’ Presents Several Issues that Require Preparation
If aging in place is your goal, then long-term planning needs to be considered, including how the house will function as you...
Should I Move All My IRAs to a Roth?
Medical expenses-often more a factor for retirees-can be taken as an itemized deduction, if you have taxable income to count...