Being designated by a friend or a loved one as the Executor of his or her estate is an honor, but with that designation comes many responsibilities and legal risks. ...
For many seniors, taking care of their affairs, particularly paying bills, banking, and other financial matters, becomes more and more difficult as the years go by. When this happens, many ...
Preparing your Last Will and Testament (the Will) is critical for helping insure that your wishes are respected after you’re gone. Married couples with children may have special concerns regarding ...
A family feud between Robin Williams’s widow and his children from prior marriages has received a lot of press. A major issue in this feud involves Mr. Williams’s tangible personal ...
Susan went through a very hard time when her husband, Steven, died. Not only was she grieving the loss of her husband, but she had to deal with so many other ...
Alex, a 30-year old man with Down syndrome, has cause to celebrate today. As a Special Needs individual, Alex receives Medicaid and Supplemental Security Income (SSI). However, these federally funded ...
When his 75-year-old father died, forty-year-old John inherited his father’s $1 million traditional Individual Retirement Account (IRA). John wasn’t sure what to do with all that money. So, he contacted the ...
In our last post, we discussed problems that may arise if a person dies intestate (without leaving a Will). In this post, we discuss the process for administering and distributing ...
A critical part of estate planning involves preparing your Will. Doing so helps ensure that your estate will be distributed to your heirs according to your wishes. Unfortunately, many people ...
Preparing a Will enables you to direct how and to whom your estate will be distributed once you’re gone. Your estate is comprised of your intangible personal property (including cash, IRA’s, ...