Nov 18, 2016
Rounding out our focus on estate planning for singles, we turn toward their philanthropic side. Many singles want to include charity in their planning, and this time of year, income tax deductions are an additional focus. Enter the Donor advised fund: Read...
Nov 16, 2016
For the ever-growing population of never married/childless adults, choosing trusted persons as agents for medical/financial powers of attorney and as executors is a challenge. Too many procrastinate, until faced with a crisis. Read...
Nov 11, 2016
Estate planning for the single person: sometimes overlooked, always imperative. Read...
Oct 26, 2016
MYTH No. 4: I don’t have to coordinate my retirement accounts or insurance policies. Many people believe that since their IRA accounts and insurance policies are controlled by beneficiary designation (rather than by the terms of a Will), they do not need to...
Oct 19, 2016
MYTH No. 3: I’m married so everything will go to my spouse anyway. Married couples often delay establishing an estate plan because the default rules of many states designate that everything passes to one’s spouse at death. However, many couples travel together,...
