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What Happens When There Is No Will?

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.
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Posted on: March 16, 2023

Can a Power of Attorney Withdraw Money from Bank Account?

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.
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Posted on: March 15, 2023

What Is HIPAA Authorization?

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.
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Posted on: March 14, 2023

Why You Need a Secondary Beneficiary

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
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Posted on: March 13, 2023

What Should I Know About Probate Costs?

Probate is the process of proving a will and settling an estate after an individual (decedent) dies.
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Posted on: March 12, 2023

What are the Big Emotional Issues in Estate Planning?

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.
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Posted on: March 11, 2023

What Is an Estate Planning Checkup?

An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
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Posted on: March 10, 2023

Do I Need a Life Insurance Trust?

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.
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Posted on: March 9, 2023

What Should Not Be Kept in a Safe Deposit Box?

Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
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Posted on: March 8, 2023
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IMS - Estate Planning and Elder Law Practice Growth Advisors
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