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Category Archives: Funeral
Help Your Executor!
Imagine this: You have just been told your friend or family member just passed away and they wanted you to handle their affairs. Where do you start? Do you know where they live? Do you know how to get in … Continue reading
Posted in Advance Directives, deed, digital assets, Estate administration, Financial Planning, Funeral, life insurance, Power of Attorney, Probate, Safety Deposit Box, Wills
Tagged bank account, beneficiary, digital assets, estate planning, funeral, income tax, life insurance, wills
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Are Your Minor Children and Adult Children Protected?
I know you’ve heard this from me before, but at this time of year, it is especially important to check some of your important documents to be sure your children are protected. First, your minor children. You should have legal … Continue reading
Posted in Advance Directives, Estate Planning, Funeral, Guardianship, HIPAA, Power of Attorney, Trusts, Wills
Tagged agent, death, estate planning, guardian, incapacity, Medical Power of Attorney, power of attorney
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What Happens to My Estate If I Die Without a Will?
If you die without a Will, the result is largely controlled by the state where you resided at the time of your death. However, if you own real property, the state in which that real property is located will control … Continue reading
Posted in Community Property, Estate Planning, Funeral, Inheritance, Probate, Separate property, Wills
Tagged community property, death, digital assets, estate, Gift, inheritance, intestacy, separate property, will
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Key Questions to Discuss with Aging Parents
Have you had the hard discussion? Are you prepared to handle difficult decisions on behalf of your aging parent? Do you know what legal planning they should have in place? You can’t predict when something might happen to your aging … Continue reading
Posted in Advance Directives, digital assets, Elder Care, Estate Planning, Financial Planning, Funeral, HIPAA, Inheritance, life insurance, Power of Attorney, Terminal care, Trusts, Wills
Tagged accountant, bank account, beneficiary, caregiver, death, digital assets, elder care, estate planning, financial advisor, life insurance, Medical Power of Attorney, power of attorney, trusts, wills
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Signed My Will – Now What? (part 3)
In the first two posts in this series I addressed communicating where your will can be found and the need to prepare burial instructions. In this post I will address a number of other important documents to gather together. The … Continue reading
Posted in Advance Directives, digital assets, Estate Planning, Funeral, Probate, Special Needs Trust, Trusts, Wills
Tagged death, digital assets, estate planning, executor, planning, special needs trust, will
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