Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death. Read more
The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney. Read more
The HIPAA Privacy Rule permits the sharing of health information by healthcare providers, health plans, healthcare clearinghouses, business associates of HIPAA-covered entities and other entities covered by HIPAA Rules under certain circumstances. Read more
Probate is the process of proving a will and settling an estate after an individual (decedent) dies. Read more
There is a massive movement of money going on right under our nose. It’s not illegal or unethical. However, it’s fraught with peril. Read more
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place. Read more
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners. Read more
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs. Read more
A not uncommon estate planning scenario is an elderly parent who lives with an adult child, either at the parent(s)’s home or at the child’s home. Read more
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks. Read more
