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Form Aims to Help Stop Financial Elder Abuse
With financial exploitation of the elderly on the rise, financial advisors with older clients are looking for ways to head off abuse before it happens. Enter the “Emergency Contact Authorization Form.” With this form, clients can list a trusted person to contact if…
5 Reasons Why Uncle Bill May Not Make a Good Trustee
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may think that a family member, such as a sibling (“Uncle Bill” to your children), will be the best choice as trustee….
Joint Ownership of Real Property – Use Only With Supervision
Owning real property (real estate) as Joint Tenants with Right of Survivorship is easy, common, and should come with a parental warning label. It’s possible, even with the best of intentions, to disinherit both minor and adult children. There are several forms of…
Payable on Death (POD) Accounts—What Could Go Wrong?
Payable on death accounts—“POD accounts” for short—have become a popular tool for avoiding probate in the last decade or so. A POD account is a type of bank account, authorized by state law, which allows the account owner to designate one or more beneficiaries to…
Register of Wills Can’t Find Her Own Father’s Original Will
While it’s not unheard of for an original Last Will and Testament to be misplaced, the situation can have serious consequences. And, as this article illustrates, it can happen to anyone! Each county in the state of Maryland has a Register of Wills—an elected official…
Getting Organized to Meet With Your Estate Planning Attorney
You’ve finally decided to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s your next step? You can do one of two things: (1) Simply wait for…
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Blog Posts
How to avoid sending your loved ones into probate court
Are you opting out of your financial future?
Even vampires need estate planning
Care committees can assist trustees of special needs trusts
The Facts About a Trust Protector
Protecting an Inheritance for Both Old and Young Beneficiaries
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