by law_ewoxi5 | Aug 4, 2013 | Estate Planning News, News
You can make life easier and less expensive for your heirs if you provide them with these basic lists, say financial planning experts. Bank and credit card accounts. List the name of each institution, type of account, the account number, telephone number and password...
by law_ewoxi5 | Jul 18, 2013 | Estate Planning News, News
James Gandolfini, the actor best known for his role as Tony Soprano, died suddenly on June 19, 2013 while on vacation in Italy. His last will and testament is readily available for anyone to see online, which is the first lesson we can take away from his tragic...
by law_ewoxi5 | Jul 7, 2013 | Estate Planning News, News
Americans surveyed in a 2011 McAfee study valued the digital assets they owned across their various digital devices at nearly $55,000. Whether you value yours at more or less than this amount, chances are that you have not planned for what will happen to your digital...
by law_ewoxi5 | Jun 10, 2013 | Estate Planning News, News
Here are some of the most common mistakes people make when designating life insurance beneficiaries: 1. Trying to designate beneficiaries in your Will. Naming beneficiaries in your Will does not override a properly executed beneficiary designation form. 2. Vague...
by law_ewoxi5 | Jun 3, 2013 | Estate Planning News, News
Retirement planning for baby boomers is very different than it was for their parents, when it was usually just one spouse (Dad) who retired. It is now quite common that both working spouses must make a decision together on their retirement, and each may have very...
by law_ewoxi5 | May 18, 2013 | Estate Planning News, News
Could your personal affairs use a little spring cleaning? Spring is a great time to review and update your estate plan so you ensure yourself, your family, and your assets are taken care of. Other than Springtime, here are the other times in life when it is critical...