Apple’s New Right of Survivorship Update Eases Access to Your iCloud Digital Assets

Q. I’ve read a few of your articles on planning for digital assets and have found them to be very helpful. As a grandmother, I take tons of photos and have found that I am using the cloud more often to store them, important … [Read more...]

What Happens to Your Health Savings Account (HSA) After You Die?

Dear Angel, I contribute to a Health Savings Account regularly for prescriptions, medical appointments, supplies, and other medical expenses that aren’t otherwise covered. It ends up being a hefty amount after a while. What’s … [Read more...]

A Not So Happy Mistake Leaves Bob Ross’s Son with Nothing

  Star Trek fans will surely remember Lieutenant Uhura, the communications specialist aboard the Starship Enterprise. Her role was played by Nichelle Nichols, who is currently embroiled in a highly-publicized … [Read more...]

Critter Corner: Why Would You Revoke a Revocable Trust?

Dear Hayek, This question is more for curiosity than anything. I know that revocable living trusts can be revoked. How would someone go about doing so and why would they ever want to? Thanks! Reva Cabull --- Dear … [Read more...]

What You Can and Can’t Do With a Power of Attorney

Q. My brother, Larry, who never married or had any children, asked me to be an agent under his Medical and Financial Powers of Attorney. Before I accept, I’ve been reading about what my role would entail. I am also considering … [Read more...]

Critter Corner: Helping Mamma Get Rid of Stuff

Dear Oakley, When my mom was doing her estate planning, she realized how much stuff she has that has no monetary value, but lots of sentimental value to her. Upon speaking with her children and grandchildren, she realized that … [Read more...]

This Harry Potter Publisher Blindsided His Family When He Left Them Nothing

Maurice Richard Robinson, Jr., died suddenly on June 5, 2021, while on a walk in Martha’s Vineyard. From 1975 until his recent death, Robinson was the chief executive officer of Scholastic Corporation, a publishing company founded … [Read more...]

Critter Corner: Estate Planning for Cryptocurrency

Dear Angel, A couple years ago, I started investing in Bitcoin. It’s value has increased a lot and I want to include it in my estate planning. What should I know when it comes to developing an estate plan for … [Read more...]

Will U.S. Estate Planning Documents Work in Other Countries?

Q. My parents and my husband and I are all considering relocating to Lake Chapala in Mexico, which is a very popular retirement location for Americans because of the low cost of living, sunshine, accessibility, established expat … [Read more...]

What Happens When You Inherit an IRA from a Non-Spouse?

Marty’s brother, Ed, passed away suddenly. He never got married or had children, so he passed everything, including his Individual Retirement Account (IRA), to Marty. During one of the most difficult times in his life, while … [Read more...]

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