» Estate Planning Basics

The One Thing Parents of College-Bound Freshmen Forget

June 7th, 2017
Posted By
Christopher T. Lindsay
It’s June—graduation season! If you have a graduating senior, congratulations! Your spring has probably been a blur of parties and proms, and your summer will likely be a whirlwind of preparation for college: shopping to outfit dorm rooms, fi… Read More
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Categories: Estate Planning Basics

What Is a Power of Attorney?

April 30th, 2015
Posted By
Christopher T. Lindsay
A power of attorney allows a person you appoint — your “attorney-in-fact” or agent — to act in your place for financial or other purposes when and if you ever become incapacitated or if you can’t act on your own behalf. There are four main… Read More
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Categories: Estate Planning Basics

Estate Planning for Digital Assets

January 30th, 2015
Posted By
Christopher T. Lindsay
More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other sites, uploading documents, photos, and files to the “cloud,” posting videos on YouTube, or communicating with high schoo… Read More
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Categories: Estate Planning, Estate Planning Basics

Top 10 Beneficiary Designation Mistakes

January 30th, 2015
Posted By
Christopher T. Lindsay
Utilizing beneficiary designation is a legitimate method or estate planning. However, failure to “properly” establish such designations can create many unintended and unfortunate consequences. In addition, even if done properly there are limitati… Read More
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Categories: Estate Planning, Estate Planning Basics

Estate Planning in the Age of Blended Families

October 10th, 2014
Posted By
Christopher T. Lindsay
More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent, a step or half sibling or a stepchild — according to the Pew Research Center. The National Center for Family and Marriage Research estimates that a… Read More
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Categories: Estate Planning, Estate Planning Basics

When Should You Update Your Estate Plan?

August 14th, 2014
Posted By
Christopher T. Lindsay
Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. Marriage Whether it is your first or a later marriage, you will need to update your estate plan after you g… Read More
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Categories: Estate Planning, Estate Planning Basics, Life Transitions Planning

Nine (Potential) Problems with Your Trust

February 18th, 2014
Posted By
Christopher T. Lindsay
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is a checklist of trust features you can review yourself. But be aware that these only refer to revocable “living… Read More
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Categories: Estate Planning, Estate Planning Basics, Tax Planning

New Guides Help Those Appointed to Manage Someone Else’s Money

February 18th, 2014
Posted By
Christopher T. Lindsay
Have you been officially asked to manage someone else’s money? For example, have you been named as an agent under a power of attorney or appointed trustee of a trust? As our society ages, more and more people are being asked to take on these roles,… Read More
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Categories: Death Probate, Estate Planning, Estate Planning Basics, Estates & Trusts, Lifetime Probate, Trust Administration

Highlights of the Fiscal Cliff Legislation

January 18th, 2013
Posted By
Christopher T. Lindsay
The Senate passed a compromise bill, the American Taxpayer Relief Act of 2012, to avert the fiscal cliff at about 2 a.m. January 1, 2013, by an overwhelming 89-8 vote. The House passed the bill with a 257-167 vote at 10:45 p.m. President Obama signed… Read More
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Categories: Elder Law, Estate Planning, Estate Planning Basics, Tax Planning

New Power of Attorney Law Effective 10/1/2012

September 16th, 2012
Posted By
Christopher T. Lindsay
A Durable (Financial) Power of Attorney (”FPOA”) (a/k/a a Durable Power of Attorney) is a document in which you (the “principal”) empower someone (the “agent” or “attorney-in-fact”)to handle your financial affairs during your lifetime… Read More
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Categories: Estate Planning, Estate Planning Basics
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