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Inheritance

September 8, 2020
Estate Planning

COMMON BAD EXCUSES FOR PUTTING OFF ESTATE PLANNING

In 1771, George Washington famously wrote to Harriot Washington, “It is better to offer no excuse than a bad one.”...

By: Kimberly Hegwood
Member of the ElderCare Matters Alliance
February 16, 2015
Estate Planning, Inheritance, Trusts, Wills

Estate Planning Tips for the Non-Traditional Family

Estate Planning Tips for the Non-Traditional Family The percentage of married households in the United States fell from 55 percent...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 13, 2014
Estate Plan, Estate Planning

Estate Planning for the Blended Family

Little attention has been paid to the estate planning issues confronting blended families. A blended family or step family is...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 13, 2013
IRA

Decisions About Inheriting an IRA

Question:  "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA). I...

By: Henry Weatherby
Member of the ElderCare Matters Alliance
April 17, 2013
End of life decisions, Special Needs Planning, Special Needs Trusts

The Future and Security of your Disabled Child

The Future and Security of your Son or Daughter What Will Happen After I'm Gone? Imagine for a moment that...

By: Don Rosenberg
Member of the ElderCare Matters Alliance
January 17, 2012
Joint Tenancy

The Perils of Joint Tenancy

The Perils of Joint Tenancy One day Dad and Mom hear about this great idea called “joint tenancy” and put...

By: Scott Makuakane, Esq.
Member of the ElderCare Matters Alliance
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