Note: This article is Part 3 in a series on the Problems with Beneficiary Designations. Links for the prior two articles are below and at the bottom of this article. Please click here to read Part 1 and please click here to … [Read more...]
Caring for the Pet of a Loved One When They Can No Longer Do So Themselves
When Melissa's father died and her mother moved into a nursing home, Melissa adopted her parent’s poodle, Margot. During the three-hour drive to her house from where her mother was staying, Margot was shaking and afraid. Melissa … [Read more...]
How Can Patient Advocates Help on Your Health Care Journey?
Q. I recently came across a Next Avenue article where a 72-year-old woman was told she had a benign brain tumor and needed surgery. The surgery was supposed to be simple, and the family was told she’d recover quickly, but things … [Read more...]
Are Transfer on Death Deeds a Good Alternative to Estate Planning?
Q. I was recently discussing with my husband what would happen to our house in Annandale, Virginia when we are no longer around, especially since we don’t have our estate planning in place yet. One my friends’ parents recently … [Read more...]
How Are Taxes Filed if One Spouse is on Medicaid and the Other Spouse Has an Irrevocable Trust? And Does Getting Social Security Change How Taxes Get Filed?
Q. Thank you again for working with our family last year to protect our parents' assets, get our father approved for nursing home Medicaid, and set up an irrevocable Living Trust Plus for our mother. Now that it's tax time, we … [Read more...]
Jay Leno Files for Conservatorship Over His Wife’s Estate
TV icon Jay Leno and his wife, Mavis Leno, have been married for 43 years — and by all accounts they are still in love. Mavis, 77, suffers from dementia, and according to a recent court filing, she has been “progressively losing … [Read more...]
Does the Corporate Transparency Act Apply to Trusts?
Q. My wife and I recently acquired a rental property and are considering forming an LLC this year and exploring any other options, such as trusts. I heard that the Corporate Transparency Act went into effect on the first of the … [Read more...]
Does My Spouse Have a Right to a Share of My Home?
Q1. I am giving serious thought to my estate planning and to who I want to leave most of my assets to when I am no longer around. I am seriously considering leaving the bulk to my two children and not my spouse. I live in … [Read more...]
Ten Advantages of Being Older that We Can Be Thankful for This Thanksgiving
It's Thanksgiving week, a perfect time for reflection and gratitude for all that has happened this year. As most of us are aware, the process of aging can present its fair set of challenges, but it’s also important to realize that … [Read more...]
Top Five Reasons Banks Won’t Accept a Power of Attorney and What You Can Do About It
Q. My aunt signed a Power of Attorney naming her son, my cousin Andy, as her POA. When Andy took it to the bank, he was told that the document had to be on the bank’s form to be valid. This happened in Texas, but I’m concerned … [Read more...]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 52
- Next Page »