Dear Jonathan: Based on my research, I feel like I’m pretty well versed in what I am supposed to do when it comes to creating an estate plan for myself. Everything I have read says that I should have a will, powers of...more
2/7/2025
/ Asset Management ,
Beneficiaries ,
Durable Power of Attorney ,
Estate Planning ,
Estate Tax ,
Inheritance ,
Power of Attorney ,
Probate ,
Trustees ,
Trusts ,
Wills
Dear Jonathan: I just completed the probate of my late brother’s will. I was the personal representative he appointed to act on behalf of his estate. This was not a pleasant experience and in fact, was quite the opposite and...more
Dear Jonathan: My father, a widower, passed away a couple of months ago. Being his only child, he appointed me as his agent on his durable power of attorney so that I can handle his bill paying which I have been doing for the...more
This is my third and final article addressing what needs to be done after a person passes away. Part 1 addressed what a person needs to do prior to the decedent’s funeral. Part 2 addressed those things that don’t typically...more
6/14/2024
/ 401k ,
Credit Cards ,
Death Benefits ,
Estate Planning ,
Funerals ,
Individual Retirement Account (IRA) ,
Investment ,
Life Insurance ,
Probate ,
Social Security Administration (SSA) ,
Survivor Benefits ,
Trusts ,
Wills