Estate Planning
The Second Most Powerful Estate Planning Document: Power of Attorney
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
April 1, 2020
Blog Articles
Beneficiary Designation
Estate Planning for Unmarried Couples
The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.
February 28, 2020
Beneficiary Designation
If I’m 35, Do I Need a Will?
It’s never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life’s unexpected twists and turns.
February 25, 2020
Advance Healthcare Directives
What Critical Estate Planning Document are Californians (and The Rest of Us) Missing?
Around two-thirds of all Americans have not prepared a health care directive, according to a December 13, 2019 article written by a personal finance specialist at Forbes. The author noted the irony of this figure, pointing out that California was the first US state to enact a law regarding health care directives back in 1976.
February 24, 2020
Estate Planning
Preparing for the Inevitable: The Loss of a Spouse
According to the U.S. Census Bureau, the average age of widowhood in the United States is a surprisingly young 59.
January 31, 2020
Durable Power of Attorney
What Do I Need to Do for Estate Planning if I’m a “Solo Ager”?
I am 62, not married and do not have any children. Do I need to be doing anything special with my retirement planning?
January 27, 2020
Annuities
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
January 24, 2020
Durable Power of Attorney
Turning 65 in 2020? Some Pointers for a Special Year
Turning 65 is a major milestone for many Americans, as it is the traditional age at which they start thinking seriously about retirement.
January 23, 2020
Estate Planning
I’m a Fiduciary—What Does That Mean?
Years ago he signed a power of attorney document naming me as his agent, so I could help him with these types of things. Not ever having done this before, what do I need to know about fiduciary duty?
January 17, 2020
Alzheimer's
How Did Alzheimer’s Impact the Estate Planning of These Famous People?
In honor of Alzheimer’s Awareness Month – and the more than five million Americans living with the disease – we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…
January 13, 2020
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