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Basic Estate Planning Mistakes You Can Stop Making
August 24th, 2015
Estate planning tends to get pushed to the back burner, as more pressing financial tasks take center stage. But neglecting estate planning is a huge mistake. Estate planning may involve hiring an attorney or financial advisor, but plenty of people ma…
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Estate Planning Lessons in the Death of Whitney Houston’s Daughter
August 14th, 2015
Bobbi Kristina Brown’s tragic death offers a number of poignant end-of-life lessons for parents, young adults, and seniors alike. First and foremost, health and legal experts say Brown’s death spotlights the need for establishing written advance…
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Categories: Aging Issues, Blended Families, Current Affairs, Estate Planning, Long Term Care, Power of Attorney, Probate, Television, Will
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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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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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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Would You Choose Cousin Vinny to Be the Guardian of Your Kids?
May 13th, 2015
Estate plan is a key element in any financial plan no matter what your age. Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a word of advice to t…
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