The importance of identifying your digital property and managing it has never been greater as we integrate the Internet of Things (IoT) into our daily lives. From smart home devices to online investments and bank accounts, we’ve gone way beyond…
Many years may have gone into building and protecting your legacy for future generations. But have you thought about the impact it will have on family members who are in different stages of life after you are gone? It’s crucial…
In a recent study by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement, some disconcerting data was revealed regarding the retirement care preparedness of middle-income baby boomers. According to the survey…
When preparing an estate plan for a child with special needs, consider these factors. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What…
An instruction letter can be an important part of an estate plan. It is an informal document that will give your loved one’s important information about personal and financial matters after your death. Letters of instruction are not legally binding…
You may have heard that it’s best to avoid probate court if you can. But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem, or how to…
During the time he waited for his Texas house to close, Michael was enjoying his stay in Florida. Unfortunately, he took a bad fall and ended up in a Florida hospital. He had his Texas powers of attorney, but the…
As more of us receive the COVID-19 vaccine, or become eligible to receive it, it is becoming more and more prevalent. According to the medical community, vaccinated individuals are significantly less likely to contract COVID-19; however, they may pose a…
Even though probate sounds complex and expensive, it is a standard legal procedure that outlines how assets are transferred from deceased individuals to their chosen beneficiaries. Whether or not you require probate depends on the type of property and how…
In a resort where parents purchased a timeshare, a resort agent suggested they sign a deed transferring the share to their children in order for them to continue to enjoy the timeshare after their parents passed. The resort agent suggested…