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Legacy Planning: The Ultimate Gift

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What Is an ‘Ethical Will’?

Ethical wills first began to appear in the 1990s, usually in the form of a “legacy letter” written just before a person died and then bolted onto their main will as an appendix.
07/25/22 • by: Law Office of Michelle Adams
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What Happens If My Partner Dies and We’re Not Married?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
07/25/22 • by: Law Office of Michelle Adams
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What Is Latest Scam to Bilk Seniors?

Wine and whiskey scam run out of U.K. defrauded elderly U.S. investors out of millions, officials say.
07/25/22 • by: Law Office of Michelle Adams
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What Is ‘Broken Heart Syndrome’?

Is it possible that grief is implicated in illness and a higher risk of death?
07/13/22 • by: Law Office of Michelle Adams
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Is a Trust a Good Idea?

What will happen to your assets when you can no longer manage them?
07/13/22 • by: Law Office of Michelle Adams
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How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents is the most important step, it's irrelevant if they are lost when needed most.
07/13/22 • by: Law Office of Michelle Adams
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What Should I Know About Buying Funeral Services?

People shopping for funeral or cremation services may be particularly vulnerable to overpaying or being swindled, which is why experts say it is important to be cautious when making those decisions.
07/11/22 • by: Law Office of Michelle Adams
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What Is a TOD Beneficiary?

The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
07/11/22 • by: Law Office of Michelle Adams
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What Common Mistakes are Made with Living Trusts?

Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
07/11/22 • by: Law Office of Michelle Adams
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What Happens to Investment Accounts when Someone Dies?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
07/11/22 • by: Law Office of Michelle Adams
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