Who Gets Aunt Lydia’s Emerald Ring? Passing on Assets.

Splitting up money is easy. Splitting up an antique car or a vacation home isn’t. Unless you plan ahead by answering these three questions, your family could be in for some strife.

How Do I Avoid the Three Biggest Estate Planning Mistakes?

Once you’re gone from this earth, the task of sorting out your estate plan can be a maddening puzzle that might even spawn a family feud and end up in court.

How Should I Title Property For My Estate Plan to Work?

Titling assets properly is the very first step to protect your assets and ensure that they can be passed onto your loved ones efficiently, especially when you share ownership of the assets with another person.

Why Do I Need an Estate Plan?

Estate planning isn’t only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on. Are you still not convinced that estate planning is necessary?

How Do I Discuss Care With My Aging Parents?

The holidays can be a wonderful time spent with family you don’t get to see often. However, it can be difficult, when you notice that mom or dad is starting to seem less like themselves.

Can I Give Real Estate to a Charity in my Estate Plan?

In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would otherwise like to support.

Estate Planning Documents You Need While Living

The first document that the newsletter said that everyone needs, is a durable power of attorney, or POA. I couldn’t agree more. I hear all of the time how important a will is, but rarely do I hear how important a POA is.

New Medicaid Bill Introduced on Spousal Impoverishment Rules

House lawmakers have taken a step toward extending crucial—but expiring—financial protections to seniors receiving long-term care in home or community settings. They did so with backing from more than a dozen health care and provider organizations.

What are the Top Four Estate Planning Mistakes Made by Celebrities?

Americans are drawn to celebrities. We read about their lives, gossip about their deeds and ogle their pictures. Perhaps it is admiration of glamour, fascination with royalty or learning their tricks of the trade. However, celebrities often make the same mistakes as us “commoners.” Let’s use their stories as lessons learned, in protecting our wealth and values.

Digital Estate: Is Your Junk Drawer Better Organized?

If you spend a lot of time on the Internet, you’re not just shopping or being entertained, or following the news or participating in an online community. You’re probably also dealing with accounts and information that eventually can become part of your digital ‘estate.’