Delaware Looking At Digital Asset Legislation

Legislation addressing estate planning in the digital realm is headed for the Delaware General Assembly. A new bill from Rep. Darryl Scott (D-Dover) would require companies like Google to hand over control of users accounts to a trusted person outlin… Read More
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Who Will Raise Your Children If Something Happens To You?

A parent’s greatest gift is to raise children who are confident and independent, because ultimately they will need to live in the world without us. Who will finish the job if something happens to you? Make sure you have appointed the guardians for… Read More
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Keep Your Advance Healthcare Directive Handy

Most of the time, patients who have advance directives — somewhere — and don’t bring them to the hospital have simply left them at home. But lawyers’ offices and safe deposit boxes are also popular locations. All of which are useless if a per… Read More
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Have "The Talk" - Discuss Your Finances With Your Adult Children

Talking to your adult kids about your finances and how you plan to divvy up your money after your death may be one of the most important conversations you'll ever have. But … the majority of families aren't comfortable talking about m… Read More
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Fiscal Cliff Deal Brings New Tax Hikes for Trust Beneficiaries

“It’s hitting where it really shouldn’t,” says Laurie Hall, an estates lawyer and head of the Wealth Management Group at Edwards Wildman in Boston. “These increases weren’t intended to hit people with income below $200,000, and they will.… Read More
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Retirement Possibility: Make a Run for the Border

Among the top retirement spots in the world this year, you’ll find great variety in the cultural offerings, climates and lifestyles. When you hear “make a run for the border,” you may be reminded of Taco Bell’s slogan in the mid-1990s. … Read More
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Safeguarding Your Elders: Is It Time To Take Away the Keys

What can you do when a strong minded elder should stop driving but refuses to do so? Remember the freedom you felt as a teenager when you learned to drive? If yes, then you can appreciate how difficult it is for elderly loved ones to relinquish that… Read More
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A Gift You Cannot Return

The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a he… Read More
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Portability Provision Extended in Fiscal Cliff Deal

Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing… Read More
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Retirees: Make Sure You Understand All That Is Involved With A New Pet

Older adults today are spending considerably more on Fido and Fluffy than they did in 1990, according to a new report from the National Center for Policy Analysis, a nonprofit, nonpartisan public-policy research organization based in Dallas. In fact,… Read More
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