Legal Issues For The Elderly… Death Can Complicate Title To Assets

Issue 48.09

You or someone you know may own unmarketable assets as a result of the death of a previous owner.  The asset may be real estate,stock in a corporation or some other asset.  The title is unmarketable because the property [...]

Legal Issues For The Elderly… Taking Care of Animals Upon Death

Issue 46.09

If a client does not have a trusted friend or family member to name in their will or trust as caretaker of their pet,want can be done?

For fifteen years I have worked [...]

Legal Issues For The Elderly… Second Marriages And Estate Planning

Issue 44.09

Love knows no bounds.  Many couples have experienced the extent and truth of this common saying. 

Often,older couples have to cope with adult children who cannot understand why mom or dad wants to [...]

Legal Issues For The Elderly… Estate Planning for Life

Issue 42.09

In doing estate planning,it is essential to plan not only for death —but for life.

Lifetime planning involves preparing for the care and management of assets in the event you become incapacitated.

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Legal Issues For The Elderly… Estate Planning Binder

Issue 40.09

For your benefit and the benefit of your family,it is a good idea to organize your estate planning documents into a family estate planning binder.  The documents within your binder should constitute a complete estate plan.  The question then [...]

Legal Issues For The Elderly… Estate Planning When Relocating To A New State

Issue 38.09

Relocating to a new state often creates issues affecting estate planning.  Many people wonder if they need a new will or trust when they move from one state to another.  Although a will or trust validly executed in one state [...]

Legal Issues For The Elderly… What Controls:The Will or “The Box”?

Issue 36.09

To answer the above question,I must first tell you what I mean by “the box.”

When I say “the box,” I am referring to the beneficiary designation box found in many financial instruments.  [...]

Legal Issues For The Elderly… Probate – What Is It?

Issue 33.09

It is common to hear the statement,“I want to avoid probate” or “I don’t want my family to go through the horrors of probate.”  When you ask these same individuals “What is probate?” many do not have an answer.

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Legal Issues For The Elderly… Is A Living Trust Right For You?

Issue 32.09

The use of a revocable trust (sometimes referred to as a “living trust” or “family trust”) to plan one’s estate has become very popular.  Despite the popularity of the revocable trust,revocable trusts are not without their potential problems. 

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Legal Issues For The Elderly… Estate Planning When Children Are Involved

Issue 30.09

No one likes to think about death much less plan for it.  Many surveys indicate this is one of the biggest factors in not doing estate planning.  However,doing estate planning is an act of love.  This is especially true [...]