by Kathy Lane | Nov 17, 2014 | digital assets, Estate Planning, Financial Agent, Trustee
You bet it is. In fact, the Australian government recently announced that pension applicants must declare their cyber currency such as Bitcoin. “By including Bitcoin and other digital currencies on one of its standard forms”, the Australian government is...
by Kathy Lane | Nov 19, 2012 | Estate Representative, Financial Agent, Settle an Estate
Identity theft of the deceased is a huge problem today. You may think that it is just strangers preying on the families of deceased loved ones. However, it is sometimes those loved ones who perpetrate the fraud. Last week in New Jersey, Jocelyn Russo, 36, pleaded...
by Kathy Lane | Oct 20, 2012 | Durable Power of Attorney Form, Estate Planning, Estate Taxes, Financial Agent, inheritance law
If you live in Indiana, Iowa, Kentucky, Maryland, Nebraska, New Jersey or Pennsylvania beware. These states tax your inheritance, no matter what the amount is. Barry and Susan Brown of Philadelphia, PA learned this the hard way. Because they were getting older, they...
by Kathy Lane | Jul 12, 2011 | Beneficiary Basics, Durable Power of Attorney Form, Estate Representative, Financial Agent, Health Care Agent, Health Care Power of Attorney, Living Will Form, Other Financial Directives, Other Medical Directives, Settle an Estate, Trust Assets, Trustee, UTMA Custodian, Wills and Living Trusts
Recently, the Wall Street Journal weekend edition had a very interesting article titled “25 Documents You Need Before You Die.” Basically, it says that you should make sure that the originals of all of your valuable papers are put somewhere safe and that a...
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