Search Results
278 items found for "financial fraud"
- Starting the Long-Term Care Planning Process
Growing older is a fact of life, and yet many families are not prepared to face the financial challenges We recommend all of our long-term care planning clients begin by assessing their finances, their health
- How to Plan For a Kid Who Can’t Handle Finances
There are some children, regardless of age, who need help managing their finances. Rather, you might designate a trusted family friend or advisor as trustee, or you could use a financial vehicles and can provide protection for beneficiaries, like a son or daughter who can’t manage his or her finances
- January Is for Seniors On Medicare
This can be a significant financial burden, especially for those on a fixed income. If they can, it will make a significant impact on the financial burden of seniors when it comes to prescription
- Do You Need an Estate Plan If You Are Single?
Tying the knot and having kids can change your finances significantly. Similarly, financial power of attorney designations allow another individual to assist with legal and financial decisions, like paying your bills or accessing your bank account.
- Which Will is the Right Fit? Breaking Down the Basic Types
Higher fraud protection with witnesses. Attorney drafted and reviewed (recommended). This will type provides excellent fraud protection and minimizes uncertainty when interested parties The witness requirement prevents undue influence, fraud, or coercion on the testator. makes holographic wills more vulnerable to will dispute claims like testamentary capacity or probate fraud
- Estate Plan Vs. Will: What’s the Difference?
good estate planning attorney will tell you that you likely need more than just a will to ensure your financial substantial gifts to beneficiary designations while you are still alive, organizing investments, and other financial Our attorneys can also help you establish a financial power of attorney to oversee your wishes.
- Is Whole Life Insurance Right for You?
Check on the financial strength ratings of the insurance companies you’re comparing. Talk with your estate planning attorney about your overall finances and how life insurance fits into
- Come on, Seniors, Blaze a Trail!
wills and powers of attorney) and estate administration (the execution of a will and management of the financial
- What Can We Learn from Millennials about Wealth Planning?
When it comes to managing their financial lives, those in the generation born between 1982 and 2000—about
- Your Simple – Yet Comprehensive – Guide to Estate Planning
Your statutory durable power of attorney allows you to name someone you trust to handle your financial appointed to determine any decision that should be made regarding the healthcare you receive or your finances
- Get a Life Insurance Check-up to Be Sure the Prognosis Is Good
Insurance planning shouldn’t begin until there’s been some financial planning, according to CNBC in its
- Navigating the Estate Planning Landscape
Your plan administrator or financial advisor can help you understand how such changes may impact your reduce your taxable estate by making additional gifts in 2022, it is important to consult with your financial
