Should I Add a Child to My Bank Account?
November 2, 2021
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Downs Law Firm, P.C.
Laurel Maryland Estate Planning Blog
Elderly Financial Exploitation Is Increasing
October 28, 2021
The Texas Department of Adult Protective Services (APS) recommended Tuesday morning that community members, aged 65 and older, keep their private information, like social security numbers, passwords, maiden names and bank account information, in a locked drawer or somewhere safe.
Should I Delay Filing for Social Security?
October 26, 2021
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
Should You Rule From the Grave?
October 7, 2021
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
Death of Prince’s Brother Impacts His Estate
October 5, 2021
John R. Nelson was Prince’s brother and oldest brother. He was born in 1944.
What’s a Common Pot Trust?
September 29, 2021
A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
You Can Protect a Child With a Difficult Spouse
September 28, 2021
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Should I agree to Be an Executor of an Estate?
September 22, 2021
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.
Your Life Insurance or IRA has No Beneficiary?
September 16, 2021
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
Get Top Dollar for Home when You Downsize
September 15, 2021
Here’s how to boost your home’s sale price and attract buyers in the digital age.
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