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Problems Posed by Probate
August 12th, 2015
For those who have specific goals for their assets once they leave this world, an estate plan becomes an essential component of their financial plan. There are many benefits to having an estate plan, including ensuring that your wishes will be carrie…
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How Hard Is Your Money Working?
August 11th, 2015
Your money should always work for you, but when you're retired, it needs to work even harder. Help safeguard your retirement by placing demands on your hard-earned cash. A recent article published in MoneyWatch, “Seven demands retirees should…
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Financial Help for Caregivers
August 10th, 2015
Becoming a caregiver can result in many challenges; communicating with doctors, managing your time and your parents’ health, and just as importantly, their financial welfare. According to the National Caregiver’s Library website, (www.caregiversl…
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Categories: Aging Issues, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Special Needs, Trust Funding, Will
Nursing Home Arbitration Agreements are OK
August 7th, 2015
Buffalo attorney Julie Bargnesi is a proponent of fairness to health care providers and patients alike. She’s not only an attorney who represents health care providers and is a part of the health care industry practice team at Harris Beach, she was…
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Categories: Current Affairs, Elder Abuse, Elder Law, Estate Planning, Long Term Care, Medicaid, Will
Managing the Digital Assets of the Deceased
August 6th, 2015
According to a 2007 study conducted by Microsoft, the average web user has 25 online accounts ranging from social network accounts to banking and financial accounts. In America alone, nearly 72% of American adults have an online presence or use socia…
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Help for the Brand New Executor
August 5th, 2015
When you are named as executor after someone has died, it can be difficult to know where to begin. Ideally, the deceased told you in advance that they were planning to name you as executor and you had a chance to discuss their wishes and gather infor…
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Categories: Uncategorized
Mr. Cub Alleged to Have Dementia when He Signed New Will
August 4th, 2015
The estranged wife of late Cubs legend Ernie Banks claims the Hall of Famer was diagnosed with dementia days before he signed a will that left his entire estate to his caregiver. Ernie Banks was in the middle of a long and somewhat contentious divorc…
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Tips on Transferring Your Parents’ Brokerage Accounts After They Die
August 3rd, 2015
Only two months after launching a helpline for seniors, FINRA has received a number of calls from stressed family members with questions about the transfer of brokerage account assets upon death, so it has released an extensive investor alert dealing…
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Anna Nicole Smith Saga Finally Over?
July 31st, 2015
After almost 20 years, the long legal battle between Anna Nicole Smith's estate and her late husband's estate might finally be over after a recent court ruling. Two decades ago watchers of celebrity estate news were focused on the estates o…
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Preserving Your Estate Planning Documents
July 30th, 2015
Once you have an estate plan that you are satisfied with, you need to preserve the documents. They should be stored in a place that protects them from harm and where they can be readily accessed after you pass away. We discuss some tips on how to do…
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