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A financial power of attorney can be one of the most practical documents in an estate plan because it allows a trusted person to handle financial matters if the signer can no longe...
Most people think about estate planning in terms of death; they want to make plans for who gets the house, who inherits any savings, and whether the estate will have to go through...
Most people know that estate planning often deals with the distribution of assets and personal wealth after a person passes away. A last will and testament or trust can enable an i...
Jameson Stone Law, a Camp Hill firm serving Central Pennsylvania, helps families put the basic estate planning documents in place wills, powers of attorney, and living wills that d...
You have a Will. Your Powers of Attorney are signed. Your important documents are filed away. You may feel pretty organized. But if someone else had to step into your shoes tomorro...
The estate planning should preserve operating authority, key knowledge and capital flexibility.
A will names heirs, nominates an executor, and directs how debts get paid. It doesn't guarantee that heirs can be located, the executor is equipped to run a family business, or the...
Here's everything you need to know about settling a deceased loved ones estate and challenges that come with it. The post An honour or a burden? What to know if you’ve agreed to...
A couple living in Kendall County with a paid-off home, retirement accounts, a life insurance policy, and some farmland outside town may not think of themselves as wealthy. However...
A power of attorney can put someone else in charge of paying bills, dealing with a bank or handling a property transaction. Choosing that person deserves more thought than choosing...
Most estates pass to heirs without incident. When they don't, the disputes tend to center on a handful of issues: a will's validity, a fiduciary's conduct, or the misuse of a power...
Agents can introduce wills and trusts tools at closing and during annual follow-ups
Naming your son or daughter to handle your finances if you become sick can seem like one of the simplest decisions in retirement planning. You...
Below is a brief glance of what you’ll find in the September/October 2026 issue of The Estate Planner. The QTIP trust: A powerful planning tool for blended families Closely held b...
Is having a will enough to complete your estate plan?В For many federal employees, the answer may be no.В In this episode of the Plan Your Federal Retirement Podcast, Floyd Shila...
A new national survey reveals a critical estate planning blind spot - and a clear opportunity for financial advisors to step in
Estate planning is a necessity when you have financial assets.
Estate-planning crises usually come down to small oversights.
A practical guide to what they need, and when.
Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan
Every adult should consider setting up a lasting power of attorney, but many people haven't arranged one. It can be a big help to your family - here's how to set one up.
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