What Should Small Business Owners Know about Estate Planning?
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
What Items Should Not Be Stored in a Safe Deposit Box?
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
If I Have a Will to Allocate My Assets, Do I Have an Estate Plan?
While a will is often part of an estate plan, an estate plan covers much more ground.
How Does a Conservatorship Work?
Britney Spears’ terrible, heartbreaking conservatorship seems almost surreal. How can someone with so much success and wealth find herself in such a position? Could what happened to Britney happen to you or me?
Actress Who Played Lieutenant Uhura Is Subject of a Conservatorship Battle
Legendary actress Nichelle Nichols, best known for her role as Lieutenant Uhura on Star Trek, is caught in the middle of what has been a years-long conservatorship battle.
What are Signs of Identity Theft?
These red flags signal that your financial data or other personal information may have been breached.
Do Singles Need Estate Planning?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Elder Financial Abuse is on the Rise
Do you suspect, or know, that somebody has been stealing from you? Maybe it’s items from your home? Or maybe it’s your money? Or perhaps you’re being pressured by someone to keep giving them cash. If so, you are not alone. It’s called elder abuse.
Power of Attorney Dos and Don’ts
We see recurring confusion about what it means to be appointed with authority over money in a Durable Power of Attorney (DPOA) for aging parents.
Should You Add Someone to Your Bank Account?
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
