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Articles for category Estate Planning




Jul
22
2013

Estate Planning and Bankruptcy

Posted by Mary

What do estate planning and bankruptcy have in common? A lot more than you might imagine. A recent case in the bankruptcy court ruled that money left to a beneficiary was to received and could be treated as part of their estate and was not protected. The court ruled that the since the beneficiary [Read More...]



Categories: categoryEstate Planning



Jun
28
2013

Who Should I give a copy of my Power of Attorney?

Posted by Mary

When it comes to setting up your estate plan, it is not just enough to get in, sign the documents and put them in a fire proof safe. It is also important that you provide copies of these documents to the individuals you have named to act on your behalf. Specifically, with the medical and financial [Read More...]



Categories: categoryEstate Planning



Jun
11
2013

Women and Estate Planning

Posted by Mary

When it comes to planning for women, long-term care is a very important topic that should be addressed by everyone. It is a women’s issue because of our longevity and because of the care giving that we provide. It is also important to note that women have higher rates of disability and chronic [Read More...]



Categories: categoryEstate Planning



May
01
2013

Estate Planning Tools and Antique Lovers

Posted by Danielle Streed

When it comes to estate planning, most people think their estate plan can will mostly consist of real estate, money investments or retirement plans, but many estate plans include valuable antiques. If you have amassed a great deal of collectible items there maybe some additional steps that you need [Read More...]



Categories: categoryEstate Planning



Apr
23
2013

Shakespeare on Charitable Giving

Posted by Danielle Streed

In our final week with William Shakespeare and his foresight into estate planning topics, we visit Julius Cesar. Julius Cesar is not about second marriages, spend thrift children or even making bad business decisions and the transfer of assets during your lifetime. Julius Cesar is about something [Read More...]



Categories: categoryEstate Planning categoryTrusts


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