The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in […]
For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can […]
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will […]
Philip Moeller. Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. Simon & Schuster. New York, N.Y. 2016. 291 pages. Medicare is a mixed blessing. On the one […]
The Estate of Prince – a Royal Mess (Part 1) Everybody knows you should have a Will. Although we caution our clients that having a Will alone will leave […]
When we think of retirement we think of sitting back somewhere warm and enjoying what we have worked so hard all of our life to build. When we think of […]
Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem A Durable Power of Attorney (“POA”) can be a useful tool in estate planning. In […]
New Policy to Address the Problems Caused by Observation Status Henry Weatherby President at Weatherby & Associates, PC A visit to the hospital can be physically and emotionally jarring […]
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments […]
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method? If you add your […]