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Coronavirus News Should Make You Think about Estate Planning
Nobody likes to think about their own mortality, and that’s why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
Fraudulent Social Security Calls Still Targeting Seniors
You’ve probably received one: A recorded call warns of a problem with your Social Security number. To fix it and avoid legal action, you’re told, you must call back immediately—and pay up.
C19 UPDATE: Beware the Rush to Make Your Own Will Online
With COVID-19 impacting more and more Americans, individuals across the country are scrambling to set up wills and end-of-life directives.
Tax Planning in Your Retirement Planning
Assuming you have income in retirement, you will be subject to at least some income taxes in your golden years.
How Can I Move On after a Loved One Dies?
Even as you work through your grief, there are some important financial tasks to take care of along the way. Here is a framework to use as a starting point.
Ozzy Osbourne and Sharon Osbourne Have an Estate Plan
Ozzy Osbourne and Sharon Osbourne plan to pass on their significant fortune to future generations of their family.
Estate Planning Is For Everyone
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
C19 UPDATE: If You Have Not Yet Named Someone with Medical Power of Attorney, Do It Now
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
Does My Mom Have to Pay My Dad’s Credit Card Debt after He Dies?
My father recently passed away and we discovered he had a large credit card debt on a card in his name. My mother wasn’t aware of it. All assets are in both of their names. Is my mother liable for the credit card debt?
Financial Elder Abuse Is Growing
A suspicious email, a strange phone call from an unknown number, an overzealous financial adviser, a close family member: what’s the connection between all these people and things? It’s financial elder abuse.