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Estate Planning Articles

Updating Your Estate Plan When Your Finances Change

In the recent economic downturn, many homes have lost considerable value and stock portfolios have plummeted.

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Estate Planning for a Vacation Home

If you are lucky enough to own a vacation home, then you need to figure out what will happen to it after you are gone. 

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The U.S. Supreme Court Rules Gay Spouse Is Entitled to Estate Tax Refund

The U.S. Supreme Court has ruled that a key provision of the Defense of Marriage Act (DOMA) is unconstitutional, clearing the way for the surviving spouse of a lesbian couple to receive a refund of the taxes she was forced to pay because the federal government did not consider her married to her spouse

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Does Your Estate Plan Include Your Pets?

Have you considered your pet or pets when planning your estate?If not, you should, according to The Humane Society...

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Resolving Conflicts Between Co-Agents on a Power of Attorney

Having power of attorney over a family member is a big responsibility and sometimes it makes sense to share ...

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Make Sure Your Power of Attorney Complies with Federal Privacy Law

A power of attorney and a health care proxy are two of the most important estate planning documents you can have, but in some inst...

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AARP Report Says States Have Ability to Curb Power of Attorney Abuse

A new AARP report shows how states can stem the "explosion" of financial exploitation cases involving the misuse of powers of attorney...

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Bank of America Says Power of Attorney Does Not Grant Access to Online Banking

When one spouse suffers from dementia, the other spouse often must take over managing the couple's finances ...

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