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Monthly Archives: September 2014
Protecting Your Digital Assets
With just about every household having at least one computer and most having multiple phones and tablets, digital assets are becoming a big part of many people’s estates. Heirs often are experiencing unexpected difficulty in locating, accessing, and transferring those … Continue reading
Posted in digital assets, Estate Planning, Wills
Tagged beneficiary, death, digital assets, estate planning, will
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How to plan for when your special needs student wants to live independently
Reprinted from Dallas Morning News blog By Robin LeoGrande/Special Needs Insider Here’s a new idea for students with special needs in North Texas: Having housing available to meet transition plans that include moving into more independent housing options soon after students … Continue reading
Posted in Advance Directives, Estate Planning, Special Needs Issues, Special Needs Trust, Trusts
Tagged caregiver, estate planning, incapacity, special needs trust, trusts, wills
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Where Did Your Inheritance Go?
A recent study covering people in their 20s, 30s, and 40s indicates that roughly half of all money inherited is saved and the other half spent or lost investing. The author of another study concluded that almost one in five … Continue reading
Posted in Estate Planning, Inheritance, Trusts, Wills
Tagged beneficiary, death, estate planning, inheritance, trusts, wills
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Documents Everyone Needs in Their Estate Plan
I sometimes have people come to me and say all they want is a will. Or all they want is a power of attorney. Or some other document. My usual response is to ask them what other estate planning documents … Continue reading
Posted in Estate Planning
Tagged agent, guardian, Medical Power of Attorney, power of attorney, special needs trust, trust, will
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