Our Estate Planning Blog

Choosing IRA beneficiaries

Choosing IRA Beneficiaries

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.

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Updating Last Will and Testament

Update Your Wills

Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. That can be a big mistake.

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POA Form

Three Kinds of Power of Attorney

The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.

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executor won't act

When Executors Won’t Act

If the will does not specifically provide a bequest of the home and the will says everything goes 50/50 to you and your sister, then the executor has the right and responsibility to sell the home to carry out the bequest.

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Medicaid Myths

The Myth of Medicaid “Strategies”

If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.

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