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...]
What Do I Need to Do to Comply with the Corporate Transparency Act?
Dear Kiwi and Mango, I have an LLC that owns a rental property. I understand that I need to submit beneficial ownership information (BOI) to the US Department of Treasury's Financial Crimes Enforcement Network (FinCEN), per … [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...]
Should You Tell Your Heirs What They Should Expect to Inherit?
Dear Kiwi and Mango, My wife and I are in the process of doing our estate planning documents. One decision we have yet to make is whether we should tell our heirs what they should expect to inherit, in advance. What are some … [Read more...]
Is a Reverse Mortgage a Good Strategy in This Economy?
If you’re a homeowner nearing retirement age, you’ve probably seen the TV commercials about reverse mortgages. Tom Selleck offers a friendly explanation of reverse mortgages and how people use them. How accurate is what he and … [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...]
Why Would an 18-Year-Old Need a Power of Attorney?
Dear Raider, A friend told me that when her son headed to college, they had a Power of Attorney drafted for him. Isn’t 18 way too young to think about these types of things? Why would an 18-year-old need a Power of Attorney or … [Read more...]
Three Things Most People Get Wrong About Estate Planning
Q. I just saw that it’s Estate Planning Awareness Month! We had our estate planning documents done through your firm a couple years ago. I’m trying to convince my sister and parents to do the same, but they have some objections, … [Read more...]
Do People See More of a Need for Estate Planning Due to Inflation?
Dear Hayek, Estate planning is very important, in my opinion. Inflation, however, has made many of us reconsider our priorities when it comes to our financial futures. Is there any correlation to inflation and people seeing … [Read more...]
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