by Kathy Lane | May 22, 2016 | Estate Planning
Do you have a bank account? What about a brokerage account or life insurance policy? Have you set up an annuity or a retirement plan? You probably have a least one or two of these types of accounts. When you set them up, you were asked to name a beneficiary for...
by Kathy Lane | May 15, 2016 | Estate Planning
Most blank will forms are based on the assumption that you are part of a traditional nuclear family with a husband, a wife and a common set of children. It will further assume that you wish to follow the traditional path of inheritance: The surviving spouse will...
by Kathy Lane | Jan 31, 2016 | digital assets
A Sad but True Story from Access Denied illustrates a major problem that many survivors face when trying to deal with their loved one’s death. “Marsha’s husband, Greg, went bike riding with some friends, something he did most Sunday mornings. A car careened down the...
by Kathy Lane | Dec 27, 2015 | Beneficiary Basics
When you buy a life insurance policy, you name a beneficiary who will inherit the proceeds when you die. It’s important to keep that beneficiary designation up to date or the wrong person may benefit. One such case that went all the way to the Supreme Court was that...
by Kathy Lane | Dec 20, 2015 | Estate Planning
As we approach the end of another year, it’s a good time to have an important discussion with your family and other loved ones about what will happen when you die. It may be uncomfortable but it’s a gift you should give them before any more time passes. You should...
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