May 10, 2013 Recently, during an estate planning session with one of my clients, I was asked the following question: if you have a health savings account, is that an asset that can go into a will or trust? The short answer is yes, with proper planning. For those of you who are unfamiliar, health […]
April 10th, 2013 The death of a loved one is one of the most emotionally devastating circumstances that we face as we go through our lives. The task of emptying that loved one’s home in the wake of their death can be an overwhelming endeavor, and often it’s difficult to know even where to begin, […]
February 15th, 2013 So, you have an estate plan, you’ve had numerous conversations with your partner about his or her wishes regarding after-death plans for property and person. You’d think that would be enough, but many surviving spouses are finding there are headaches galore in untangling banking accounts and on-line bill pay, internet user names […]
February 1, 2013 Have you ever thought about what happens to your frequent flier miles after your death? Believe it or not, frequent flier miles are an estate asset, just like your house or bank accounts, and they often can be bequeathed to another person in an estate plan. Although not all airlines accept this […]
January 16, 2013 Wondering how your estate plan might be affected by the fiscal cliff deal recently passed by Congress? Forbes magazine recently published an article that gives a great overview of how the American Taxpayer Relief Act might affect your estate after death. To learn more, see: http://www.forbes.com/sites/hanisarji/2013/01/06/more-estate-tax-changes-could-follow-fiscal-cliff-deal/?goback=%2Egde_158792_member_201545388
