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If you are married and own property you intend to gift, ask your estate planning attorney to check state This includes retirement plans (401(k)s, 403(b)s, etc.), IRAs, bank accounts, and insurance policies. Consult with an experienced estate planning attorney for help in creating this documentation as part of your estate plan. Reference: Sonoma County Gazette (March 1, 2016) “6 Basic Steps to Legacy Planning” #HealthCareDirective

it is reasonable to consider using the payable-on-death option or beneficiary designation, an estate planning

No one ever intends to leave a mess behind when they die, but a little estate planning can ensure that The pop icon died unexpectedly in 2016, leaving no will and no estate plan. Creating an estate plan can protect your legacy and avoid unnecessary legal and probate costs. If you are beginning the estate planning process or updating your plans, Your Legacy Legal Care offers comprehensive estate planning services that can ensure you avoid a costly probate process.

types of power of attorney are: General durable power of attorney – this is the power of attorney for finances , it may be a good idea to set up an agency arrangement with a bank, which will take on some of the financial

Herzer’s ouster from Redstone’s Beverly Park home last fall and robbed her of the $70 million that he planned

It’s pretty tough to be financially healthy if your credit-related life is in the dumpster! When you have created your plan, save aggressively, in your retirement accounts and elsewhere, and invest As morbid as it sounds, it’s critical to plan now so as not to leave your loved ones in the lurch. Talk to an experienced estate planning attorney and have your will drawn up. Address these financial topics in 2016, and you’ll sleep better in the years ahead.

You can prepare by planning for incapacitation by executing or updating your healthcare directive. Your Healthcare Directive None of us like to think about becoming seriously ill, but we should all plan Having a plan in place if you become incapacitated is an excellent way to ensure that you receive the But it is a good idea to have these plans in place anyway in the event of any other tragic event. Your Legacy Legal Care offers comprehensive estate planning and elder law services.

Things can get trickier if the individual who passes does not have a will and a clear, legal estate plan

Many of our estate planning and probate clients are clearly dealing with anxiety and how to process grief

Once the agreement has been finalized, the guardian is able to make any legal, financial and healthcare senior will be living in, but they will also monitor their experience at the residence and handling finances

corporate executives withheld the level of Redstone’s deterioration and failed to implement a succession plan

Your community should have evacuation plans that enable people with mobility, vision, hearing or cognitive