by Carol Grant | Mar 6, 2025 | Estate Planning
Once a child reaches the age of legal majority, they are considered an adult with privacy rights. This means that parents lose access to private information. This can have dire consequences if the student is involved in an accident or gets seriously ill, explains the...
by Carol Grant | Mar 4, 2025 | Estate Planning
When estate planning dovetails with divorce, existing plans need to be redesigned. How much depends on the nature of the divorce, as explained by a recent article from Accounting Today, “Estate planning for divorcing couples.” Spousal rights, beneficiary designations,...
by Carol Grant | Feb 27, 2025 | Estate Planning, Probate
The Personal Representative or executor of an estate is named in the will, chosen by the decedent, and, ideally, has been asked to serve. According to the article “Grief, Then Paperwork: The Messy, Thankless Job of an Estate Executor” from The Wall Street Journal,...
by Carol Grant | Feb 13, 2025 | Estate Planning, Trust Administration
Who could forget the headlines when billionaire Lenora Helmsley was found to have set aside $12 million for her dog, aptly named Trouble, after she passed? You don’t have to be a billionaire to want to protect your animal companion, says a recent article from The Wall...
by Carol Grant | Jan 30, 2025 | Estate Planning
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your loved ones. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA)...
by Carol Grant | Oct 9, 2024 | Estate Planning
A single person without children can focus on their personal goals, including philanthropy. However, it takes planning to ensure that their assets are distributed according to their wishes. A recent article, “I’m an Estate Planner: 8 Ways Single and Childfree People...
