Dear Hayek,I am reconsidering who I should make the beneficiary for my IRA. I heard that there are some advantages to naming a trust instead of an individual. Is this true, and if so, why?Thanks for your help!Benny … [Read more...]
Print This PageApple’s New Right of Survivorship Update Eases Access to Your iCloud Digital Assets
December 17, 2021 by
Q. I’ve read a few of your articles on planning for digital assets and have found them to be very helpful. As a grandmother, I take tons of photos and have found that I am using the cloud more often to store them, important … [Read more...]
Print This PageA Not So Happy Mistake Leaves Bob Ross’s Son with Nothing
September 21, 2021 by
Star Trek fans will surely remember Lieutenant Uhura, the communications specialist aboard the Starship Enterprise. Her role was played by Nichelle Nichols, who is currently embroiled in a highly-publicized … [Read more...]
Print This PageWhat You Can and Can’t Do With a Power of Attorney
September 3, 2021 by
Q. My brother, Larry, who never married or had any children, asked me to be an agent under his Medical and Financial Powers of Attorney. Before I accept, I’ve been reading about what my role would entail. I am also considering … [Read more...]
Print This PageHow Well Did Eddie Van Halen, Kobe Bryant, and Alex Trebek Plan for Their Loved Ones?
December 22, 2020 by
As everyone knows, 2020 has been a challenging year for many reasons. Luckily, there are only nine more days left of the year, and we’re hoping that 2021 brings much better things. Besides the coronavirus pandemic, one of the … [Read more...]
Print This PageNo Matter How Old He Is— He’s My Son and I’ll Take Care of Him!
August 21, 2020 by
Q. I read about a situation where a 98-year-old mom named Ada Keating moved into a senior home to help care for her 80-year-old son, Tom. As a single mom with a son, I could understand wanting to ensure your child is well cared … [Read more...]
Print This PageThe Top 19 Weird Will Requests
May 19, 2020 by
The COVID-19 crisis has caused many Americans to contemplate their mortality. The pandemic has prompted people to think more about what to do if they become infected. And for many of these people, that includes thinking about … [Read more...]
Print This PageElectronic Wills: Replacing Ink Signatures with Digital Ones
November 15, 2019 by
Q. I recently did my estate planning with your firm and the peace of mind I feel makes it completely worth it to me. I have convinced my sister, Erica, in Charlottesville, to do the same, as well as my daughter who is a … [Read more...]
Print This PageLiving Together Without Tying-the-Knot? Why Estate Planning is Imperative!
October 22, 2019 by
Marjorie (66), a widow, and Stan (67), a divorcee, have lived together for six years. A decade before, Marjorie watched her husband suffer from Frontotemporal Dementia, which caused him to be violent towards her, until he entered … [Read more...]
Print This PageFive Steps to Plan for Digital Assets, such as Online Passwords
May 17, 2019 by
Q. My father, Daniel, is a techie and an environmentalist. In other words, any type of banking, including bill payments, he does online (no paper statements for him!) He also invests online and is an avid user of Facebook, where … [Read more...]
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