There is a common misconception that adding someone’s name to your accounts provides similar benefits that a Power of Attorney for Property does. Plain and simple, it does not and is not an okay substitute. A Power of Attorney for Property will provide more powers and may even, as you will see in this video, protect your money […]
Common Estate Planning Mistake #16: Failing to plan for digital assets and passwords
We live in a digital age. Our bank accounts; investment accounts; credit card accounts; accounts with Amazon, Joss & Main and all the other online stores, have digital access and passwords. And, if you haven’t planned for your digital assets and your passwords, there’s a hole in your estate plan. Don’t assume that unless it […]
Alzheimer’s and Driving
The struggles of approaching changes to routine functions are difficult for anyone, but with a loved one who has Alzheimer’s, the encounter can also become a sensitive area of discussion. There can be many day-to-day adjustments for people with Alzheimer’s and driving skills is just one of those sensitive areas that may need to be addressed […]
Common Estate Planning Mistake #15: Using the wrong assets to fund charitable gifts and bequests
Making charitable gifts or bequests to religious or other non-profit organizations is a generous gesture and an excellent way of making a difference. But, there can be a right way to do it and a not so right way to do it, in terms of getting the most of your donation while still preserving your assets. In this […]
Asset Preservation Planning and Adult Special Needs Children
Parents with adult special needs children may have put a plan in place to make sure their special needs children are taken care of after they pass away, but they may not have addressed the critical question: “Is there going to be any money left to provide for my adult special needs child after I […]
- « Previous Page
- 1
- …
- 67
- 68
- 69
- 70
- 71
- …
- 93
- Next Page »