Seniors Beware: New Con Targets Social Security Checks

By KATHY KRISTOF MONEYWATCH July 31, 2017, 5:30 AM Seniors beware: New con targets Social Security checks Government officials are warning about a rash of cons targeting Social Security beneficiaries. Posing as agents for the government’s cornerstone retirement program, the latest con tries to trick seniors into “verifying” private information — including Social Security numbers, birth dates and… Read More »

How to Use a Revocable Trust

A revocable trust might also be referred to as an inter vivos trust or a living trust. This is the kind of trust that can be updated at any point in time, meaning that you have greater flexibility over it. You might decide to make changes over who is listed as the beneficiary inside, and… Read More »

Estate Planning A Necessity for New Business Owners

A recent study conducted by RBC Wealth Management identified that even though nearly 40% of American business owners have a complete transfer plan, nearly half of them have not taken the necessary steps to make a will. Even though business owners are more likely to have a wealth transfer plan than their employees with half… Read More »

Mental Competence and Legal Documents

Our legal system functions with the principle that in order for you to sign any legal document, you must have the necessary mental competence to do so. Health care powers of attorney, DNRs, financial powers of attorneys and trusts are typically classified as contracts, but contractual capacity alone is typically not enough to execute these… Read More »

What If your Loved Ones Are Unable to Find Your Will?

All the best intentions of putting together a comprehensive will for estate planning purposes can go by the wayside in the event that your loved ones are not able to find this critical document. Having a clearly articulated plan drafted by a knowledgeable estate planning attorney and putting this in a place where individuals can… Read More »