What Needs to Happen after a Spouse Dies?

September 24, 2020

The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

How Do I Handle Inheritance?

September 10, 2020

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

Can I Avoid Family Fighting with Estate Planning?

September 1, 2020

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.

Elder Financial Abuse Occurs When No One’s Watching

July 7, 2020

Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn’t noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.

Review Your Estate Plan in the Coronavirus Pandemic

June 25, 2020

Many people are taking this time at home during the COVID-19 crisis to update their estate plan. Here are six critical estate plan components you should focus on in light of the current pandemic.

Steps to Take When a Loved One Dies

May 29, 2020

When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.

Aretha Franklin’s Executor Resigns

March 31, 2020

Aretha Franklin’s niece, Sabrina Owens, has resigned as executor of the late soul singer’s estate amid mounting family tensions, the Detroit Free Press reports.

Preparing for Probate

January 23, 2020

We have all heard the term “probate.” However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.

Power of Attorney Instead of a Will?

December 4, 2019

Does a Power of Attorney ever lapse? What happens if I change my mind and want to take the Power of Attorney back? Can the Power of Attorney refuse to return the authority?

New Parent Estate Planning

October 3, 2019

There’s a lot of prep work to complete when you’re expecting a new baby. Expectant parents have a nursery to paint, strollers to buy, doctor’s appointments to attend, and nannies to hire.

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