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Estate Planning in the News

We are used to hearing dramatic stories about the estate woes of celebrities like Anna Nicole Smith and Gary Coleman. From all appearances, however, in the tragedy of singer Amy Winehouse's recent death there is one positive note: she left her affairs in remarkable order. According to US News &...
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New Scams Aimed at the Elderly

Imagine, with the 2010 tax season still fresh in your memory you receive a letter informing you the government is sending out enhanced refunds. All you have to do is fill out a new tax return…and pay a processing fee! Like me, most of you cringed as soon as you heard those words "processing...
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Power of Attorney

Some people who thought they had covered all their bases and acted responsibly to care for loved ones in the event of a debilitating illness or incapacity are finding their plans un-done by strict banking policies. Bank of America recently updated their online security procedures, and no longer...
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Alzheimers & Estate Planning

A diagnosis of Alzheimer's disease can be devastating for everyone involved, including the patient and all of their family members. Should you be facing this diagnosis, there are probably a million thoughts racing through your mind, from keeping your loved one safe to caring for them as the...
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Beneficiary Designations

What is the quickest way to un-do an otherwise carefully planned estate? Open a bank account, brokerage or retirement account. Why? Because the beneficiary designations on these accounts override your will. Yes, it's true – the beneficiary designation is the estate planning trump card. And...
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