Tags » Estate Planning

Planning in 2014 - Remember Digital Assets by Jackie Marie Howard, Esq.

It’s a modern technological addition that should be included in an estate plan – the access to digital assets. Think of all the passwords and user names that you now use for your accounts and assets. 145 more words

Estate Planning

One Limitation of a Health Care Proxy

Last week, my long-time client, Frank, met with me.  He was distraught because his wife, Mary, who suffers signs of increasing dementia and who had been agitated and not sleeping well for months, has now become aggressive too.   315 more words

Estate Planning

Intution Is Not Always Right

People who have an intuitive idea about how their estate will deal with their real estate assets may be surprised by a recent Ontario decision. 532 more words

Don Shaughnessy

IRS Warns Taxpayers of Pervasive Telephone Scam-posted by John R. Cillino, Esq.

The Internal Revenue Service is warning consumers about a sophisticated phone scam targeting taxpayers throughout the country.

Victims are told they owe money to the IRS and it must be paid promptly through a pre-loaded debit card or wire transfer. 563 more words

Westerly

Six Things to Consider When Writing Your Will

The first major hurdle in writing a Will is procrastination.  Just thinking about
death and dying makes some of us a little anxious.  Once past that obstacle, there are six things that you should consider to be sure that your Will meets your needs. 868 more words

Elder Law

Take steps so criminals won’t take vital information from you. Guarding Against Identity Theft.

Guarding Against Identity Theft

Take steps so criminals won’t take vital information from you.

 

 

America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its… 1,070 more words

Financial Planning

Take steps so criminals won’t take vital information from you.

Guarding Against Identity Theft

 America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its 2012 Victims of Identity Theft… 1,067 more words

Financial Advisor