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Legal-Ease: What are my Responsibilities as Fiduciary of an Estate? | JD Supra
JD Supra· 7 days agoDear Jonathan: My parents just updated their estate plan and told me that they named me in their wills, their trust and their financial and health care durable powers of & ...
[Webinar] Best Practices to Avoid Legal Consequences for Parents & College Bound Students - July...
JD Supra· 5 days agoIf your 18-year-old is badly injured in a car accident, unless the child signed a durable power of attorney and HIPAA authorization, ...
Estate Planning: When should you start to plan?
The Times of Northwest Indiana· 2 days agoQ: At what age should a person start planning their estate? Is there any reason to get started young? Our kids are recent college graduates and they...
Thoughtful titling of assets can reduce headaches | Chattanooga Times Free Press
Chattanooga Times Free Press· 2 days agoThe process can be complex and sometimes costly, depending on the complexity of the estate and how...
Legal-Ease: What is the Downside of DIY Estate Planning? | JD Supra
JD Supra· 7 days agoDear Jonathan: I am thinking about preparing my own estate planning documents, including a will, powers of attorney and a trust. A close friend of mine just went through this ...
Insights From The 2024 Bank Of America Study Of Wealthy Americans
Forbes· 7 days agoIn the ever-evolving world of wealth management, understanding the attitudes and behaviors of...
BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and...
Morningstar· 7 days agoHigh-net-worth individuals believe U.S. stocks offer the best opportunities for growing assets, but that conviction is less held by younger investors finds the 2024 Bank of America Private Bank ...
Should I add my nephew as POD or transfer accounts to revocable trust?
Berkshire Eagle· 4 days agoIs it better for me to have my bank account and other investments (mutual funds, ETF's, and stock) titled POD or in the name of my trust? While both a trust and naming your nephew as POD (payable ...