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.
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.
If you haven’t discussed your parents’ long-term financial goals with them, you aren’t alone.
If you think Estate Planning is simply the creation of a will or trust, you are missing a large portion of information, and could potentially have assets that do not flow according to the plan you have set up in your will or trust.
Deciding whether to give a home as a gift goes beyond cost basis and capital gains…
If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When do my responsibilities end?
Almost three years after San Diego developer and philanthropist Conrad Prebys died, a court fight continues over control of his $1 billion estate.
You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.
Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?
Families can get ripped apart permanently, because of problems with a close relative’s estate. Many problems are avoidable, by taking a few easy steps.
Of all the documents we discuss with, and prepare for our clients, the Last Will & Testament, or will, is the best known and understood.