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Archive for Financial information

Scams and Medicaid Estate Recovery

The passage of Estate Recovery laws will give rise to new scams. Unscrupulous individuals will use estate recovery to try to scare senior citizens into purchasing products that are not in their best interests. Individuals over age 55 can expect…

Joint Property Ownership

Clients often speak about holding assets “jointly” with a spouse or of wanting to leave their cottage “jointly” to their children. When you ask whether they are referring to “joint tenancy with rights of survivorship” or “tenancy-in-common”, typical responses include…

How Should I Divide My Assets?

A lot of times when I’m meeting with clients they will ask me “how should we leave our stuff?” They have children, grandchildren, siblings, parents, nieces, nephews, charities they like to support and they are having trouble figuring out what…

Keep Your Estate Plan Up-to-Date

What image pops into your head when you think “Last Will and Testament”?  For most of us, it is an image cloaked in formality, a thick stack of paper full of detailed directions clearly establishing our wishes.  For others, scribbles…

Take a look at your assets….

As we head into tax season, now is an excellent time to take a moment to make sure that your assets are correctly titled to your family’s living trust (if you have one). Assets held by your trust should say…

MAKING FUNERAL ARRANGEMENTS

Making funeral arrangements can help you and your family with peace of mind during a difficult period. Sometimes it is easier to make arrangements for a loved one’s passing before his or her time instead of in the midst of…

Getting Your Affairs in Order

There are many different types of legal documents that can help you plan how your affairs will be handled in the future. Many of these documents have names that sound alike, so make sure you are getting the documents you…

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