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There Is a Difference between Probate and Trust Administration

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

Posted on: July 29, 2020

What are the Different Kinds of Powers of Attorney?

As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.

Posted on: July 28, 2020

Estate Planning Is a Gift and a Legacy for Loved Ones

Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.

Posted on: July 27, 2020

Should I Write My Will During the Pandemic?

If the coronavirus has taught us anything, it’s that writing a will may be as important as hand washing and using hand sanitizer.

Posted on: July 24, 2020

How Does Social Security Benefits Work in My Estate Planning?

Social Security benefits are one of the items that fall through the cracks in many estate plans.

Posted on: July 23, 2020

Your Estate Plan Needs to Be Customized

Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.

Posted on: July 22, 2020

Possible Pitfalls for Special Needs Planning for Parents

Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid provide disabled individuals with a variety of life enhancing, and sometimes life sustaining, public benefits.

Posted on: July 21, 2020

How Is the Inheritance Tax on My Estate Paid?

Most of my money is in investments, and most of my beneficiaries will face the inheritance tax when I die.

Posted on: July 20, 2020

Elder Financial Abuse Risk Increasing for Seniors Isolated by Pandemic

Each year, senior citizens lose billions of dollars to financial fraud, with the loss to individual victims averaging tens of thousands of dollars.

Posted on: July 17, 2020

What Must Be Done when a Loved One Dies?

It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can't afford to put that off.

Posted on: July 16, 2020