Asset Protection
Why Might an Estate Have a Temporary Administrator?
The court has the power to remove the temporary administrator, if the temporary administrator has failed to perform his or her duties.
October 8, 2019
Blog Articles
Durable Power of Attorney
Estate Planning Is for Everyone, at Every Age
There are milestones in every life. For many, graduations, marriage, children, opening a business and retiring are among these milestones.
October 3, 2019
So, You Have to Manage Someone Else’s Money – Now What?
I have appointed my oldest son as agent using a durable power of attorney form I got on the Internet. I want to be sure he understands his responsibilities, if he has to manage my money and pay my bills when I become ill.
October 1, 2019
Annuities
What Is Your Goal for Heirs?
Many clients want to leave a legacy, not just save for a comfortable retirement.
September 24, 2019
Asset Protection
Can I Keep a Loved One’s Inheritance From Their Spouse?
I plan to leave most of my estate to my niece, but I do not want her estranged husband to be able to get his hands on any of the money. They are not getting divorced ‘because of the child.’ What is the most economical way to do this? They live in Missouri and may be moving to South Carolina. I am a New Jersey resident.
September 19, 2019
Advance Healthcare Directives
How to Help Your Elderly Parent Without Ruining Your Relationship
If your parent was extremely authoritarian or independent, it will be difficult for him or her to accept someone telling them what to do – especially one of their children.
September 17, 2019
Advance Healthcare Directives
How Do I Discuss My Parents’ Long-Term Financial Goals With Them?
If you haven’t discussed your parents’ long-term financial goals with them, you aren’t alone.
September 11, 2019
Estate Planning
Beneficiary Designations and Your IRAs
If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.
September 10, 2019
AB Trust
What Is a Bypass Trust?
A bypass trust could help your estate planning, depending on your financial goals.
September 9, 2019
Estate Planning
Understanding Palliative Care
Palliative care encompasses quality of life issues for people who have severe ongoing health issues or life-threatening conditions. You do not have to be in the end stages of life to receive palliative care.
September 5, 2019
Recent Posts
Subscribe to Our Blog Digest & eNewsletter