What Should Same-Sex Couples Know about Estate Planning?
Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn’t totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.
Pet Owner Considers Estate Planning for Fido
Whether referred to as companion animals, service animals or simply as pets, they play an important part in the lives of many. Owners can use estate planning tools to ensure their pets continue to receive proper care, if the owner becomes incapacitated or dies.
Publishing Tycoon’s Estate Planning Surprise
When the Scholastic Publishing Tycoon died suddenly his family was shocked they would not inherit his $1.2 billion company.
Celebrating 5 Years as a CELA
This month I celebrate the five year anniversary of earning the National Elder Law Foundation’s Certified Elder Law Attorney, or CELA, designation.
What Happens to My Mortgage When I Die?
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
What Happens If an Unmarried Partner Dies?
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
What are Top ‘To-Dos’ in Estate Planning?
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Are Your ‘Affairs’ Really in Order?
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
What is not Covered by a Will?
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
The Return of In-Person Events
As the number of people who have been fully vaccinated in the US continues to grow, in-person events are returning. Precautions such as limiting attendance, spacing between seats, and masks when distancing can’t be maintained are making indoor, in-person events safer for most people. Just this week, John McNair was one of several professional speakers […]
