Is your living trust up-to-date? (part 2)
Dec 30, 2014
If you have a living trust, it’s a good idea to review it every few years to make sure that it still meets your goals and is up-to-date with the law. Here are some common issues and problems you might...
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Is your living trust up-to-date? (part 1)
Dec 23, 2014
A revocable or “living” trust can be a great way to avoid probate, manage your assets if you become impaired, and protect your family’s privacy. If you have one, it’s a good idea to review it every fe...
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Reverse mortgages can pose big problems for heirs
Dec 16, 2014
Reverse mortgages can be a big help to seniors who need extra cash, but they can become a big headache for the person's family members after they pass away or move to a nursing facility. Family member...
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What will happen to your online accounts if you pass away? (part 2)
Dec 09, 2014
In our first installment, we suggested putting together a list of everything online that has value, sentimental or otherwise. Then decide what you want to happen to it. Read on to learn additional ste...
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When Should Estate Planning Documents be Updated?
Dec 09, 2014
It is difficult enough to educate folks to the value of hiring an estate planning attorney to draft a Will, power of attorney and living will. For those folks who have taken this step and have signed...
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Thinking of Retiring Abroad? Know the Rules First
Dec 09, 2014
The idea of retiring on a beach in Central America or in a quaint village in Europe might seem idyllic. But before you think seriously about retiring in another country, be sure you know all the tax a...
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What will happen to your online accounts if you pass away? (part 1)
Dec 02, 2014
As more and more people live their lives online, the question of what happens to online assets and records after someone dies is becoming more important – and confusing. Consider all the things that y...
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The IRS allows many estates to save taxes – if they act quickly
Nov 26, 2014
Does a federal estate tax return doesn't have to be filed every time someone dies? A return typically doesn't have to be filed unless the estate is worth more than the federal estate tax exemption am...
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Seniors can use Social Security as an interest-free loan
Nov 18, 2014
Did you know that if you start receiving Social Security early, but change your mind within 12 months and pay all the money back, you can still wait until your full retirement age and collect much lar...
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When Should Estate Planning Documents Be Updated?
Oct 28, 2014
It is difficult enough to educate folks to the value of hiring an estate planning attorney to draft a Will, power of attorney and living will. For those folks who have taken this step and have signed...
See Full Guide