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Remember Digital Asset Planning In Your Estate
May 8th, 2014
Deciding who gets what when we die is difficult enough when it comes to divvying jewelry, collectible baseball cards, family heirlooms, houses and cars. It can be even trickier to arrange control of our digital assets. In a 2011 survey that was spons…
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Expect The Unexpected
May 7th, 2014
Even with advanced notice of a catastrophic health condition, this type of planning is often a topic that no one wants to talk about. In the ordinary course of life, we go to work and carry on as if we’ll be doing it forever. No one wants to plan f…
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Get Going With Your Estate Planning!
May 6th, 2014
There's no time like the present to make sure all your estate-planning ducks are in a row. For many people, the words "estate planning" may conjure up thoughts of large inheritances and tax shelters. But planning isn't just about…
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Having "The Talk" With Aging Parents
May 5th, 2014
Do your aging parents resist any talk about the future or giving you any of their financial or legal information? You’re not alone. Natural disasters do occur and conversations about these events can segue to the subject of personal healthcare, eld…
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Are You Aware Of Elder Care?
May 2nd, 2014
Pam and Adam were both in their early 60′s, had been married for 15 years, and had recently relocated. This was a second marriage for both and Adam had children from his first marriage. They had built—and sold—a successful business together and…
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Do Your Estate Planning So That Grieving Relatives Don't Have That Burden
May 1st, 2014
Only 35 percent of Americans have a will, according to a 2012 survey by FindLaw.com, a legal information Web site. If you die intestate, which is what dying without a valid will is called, your assets could be distributed according to the laws of you…
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Business Succession Planning: What's That About?
April 30th, 2014
Financial and estate planners are saying that many baby-boom small business owners have not planned for succession at their business. Most expect to sell or close them. The impending retirement of thousands of business owners presents an economic cha…
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Don't Give Your Money To That Bully Cousin Biff!
April 29th, 2014
Very few individuals properly document the intricate details of their lifetime of work, investing and saving, creating a massive paper chase at the time of their passing. You hear about those situations, but the recent PR Web article titled "Los…
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That's It ...You're Out Of The Will!
April 25th, 2014
For testators who have been actively involved in the dynamics of their own family for decades, disinheritance might be an easy decision. For estate planners, however, disinheritance is a difficult issue to deal with that must be addressed adequately…
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Mickey Rooney's Biggest Role
April 24th, 2014
In the wake of a career that spanned more than 300 films, Mickey Rooney's most important role may have occurred in 2011 when he testified in front of Congress to help draw awareness to the crimes related to elder abuse. At the time, it was estim…
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