One of my clients is going through a miserable divorce, and she asked me what to do about filing her taxes in the coming year. She has been separated for seven months and has been the sole caretaker of the children. She does not want to be
One of the best things you can do for your parents is to help them get their estate planning done. It will not only give them peace of mind, it will also help you ensure your inheritance. Smart estate planning calls for both the proper forms and
Putting a durable power of attorney into place is a critical part of any business, personal estate, or future needs plan. A regular power of attorney, where you give someone else permission to sign for something in your behalf, becomes invalid if you become incompetent or dead.
What are the duties of a successor trustee or personal representative and when do they kick in? I had an interesting conversation with a woman the other day. She had just finished her trust and had named her daughter as her personal representative. Her daughter came to
