Downs Law Firm, P.C.
Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
Amazon is introducing two new features for its “Alexa Together” elder care subscription service.
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
Ever heard the phrase, “a chain is only as strong as its weakest link?” The same goes for a financial portfolio: It’s only as safe as the password that protects it.
Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
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