ARTICLES

Library Fires and Ethical Wills

There are actually three types of documents referred to as “wills.”  First, is the will of inheritance, often known as the Last Will and Testament.  This will is designed to be effective upon death, and its primary purpose is to direct the final administration of the...

Choosing Your Successor Trustee Agent or Executor

People often struggle with the decision of who should be placed in positions of authority in their estate planning documents.  In fact, not knowing who to choose for these key roles is one reason people often put off their estate planning. There are three or four...

Protecting Your Pet

I often say that my dear cat, Lillie, had never disappointed me.  Yes, our pets are very special.  In the United States, over 71 million households own a pet.  Many own more than one pet.  Surveys reveal that people are extremely close to their animals, with 79%...

Unwinding the Confusion Regarding Veteran Pension Benefits

Many veterans and their families have contacted me to ask about VA benefits, and in particular, VA pension benefits designed to help veterans and widows of veterans, who need financial assistance to pay for health care needs.  There is a great deal of confusion...

Protecting Beneficiaries – and the Money You Leave Them

Inheritance can be left in many different ways, but there are three major methods.  One of the most common is to leave a sum of money "outright" or sometimes it is written, "outright and free of trust."  Money can be left this way in a specific bequest (e.g. "I leave...