Category Archives for Asset Protection
Are States Doing Enough To Prevent “Elder Fraud?” Most Think They Aren’t
Financial crimes against the elderly are an increasing problem in the U.S. However, most states are not doing enough to fight it.
Continue readingHave the “tough conversations” with your Family Members
It is very important that elderly people talk to their younger family members about what their needs are and what they might be in the future. Too many people are not having those conversations.
Continue readingDigital Assets…Locked Today, Open Tomorrow
You need to make sure that no one else can access your digital accounts now. However, you also need to plan, so that someone else can have access to them, after you pass away.
Continue readingHave You “Lost” Any of Your Retirement Accounts? Do You Even Know?
Many elderly Americans are entitled to a lot of money that they may have forgotten about or do not know how to locate, because they have lost track of old retirement and pension plan information.
Continue readingWhen (and How) Should You Change Your Estate Plan?
It is important to change plans, when things change that make your previous plans bad.
Continue readingThere are “Legal” Ways to Eliminate Disputes and Keep Family Harmony
If you know that your family is likely to fight over your estate, you can limit the fight greatly, by using a trust instead of a will.
Continue readingEstate Sales Don’t Always Work the Way You Plan
Estate sales are increasingly popular ways to get rid of unwanted items of personal property from an estate. But sometimes there are surprises.
Continue readingA “Trust” is Not Always the Right Answer
Getting a trust for an estate plan is often presented as something that everyone should do. However, trusts are not always needed and have some drawbacks of their own.
Continue readingAmy Winehouse got her will right
While signers and movie stars are not a large part of my estate planning practice, it is sometimes fun to look at what happens to the “rich and famous” when it comes to their estate planning…at least I think it is fun. Often times we think that just because someone has a significant amount of […]
Continue readingBack to Basics with Estate Planning
Everyone is unique and their situation is unique. I could put you in a room with 100 people and your situation would have some aspects of uniqueness to it that belongs just to you and you alone. This is what makes us human. Our estate planning and legacy preparations aren’t any different…they are unique. It […]
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