A crucial, yet often overlooked, component of estate planning is reviewing assets, such as 401(k)s, pensions, and savings accounts, and ensuring you have listed a beneficiary for each of these.
When individuals cannot manage their finances, courts can appoint guardians. Financial guardianship is for those who need help handling money.
Estate administration is the process of managing and distributing a person’s property (the “estate”) after death.
Do you have a will? A durable power of attorney? A health care directive? If so, no reason to read on. If not, why not? The four most common reasons…
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor and adult – are often disinherited. While there are several…
