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Estate Planning › Wills › Passwords

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You Haven’t Provided a Password List To Relatives

Adler Pollock & Sheehan P.C. on

If you’re like most people, you’ve probably encouraged your elderly relatives to list of all their assets and contact information, including passwords to online accounts. This will enable you or other family members to access...more

Adler Pollock & Sheehan P.C.

Make Your Thoughts Crystal Clear to Your Family

Adler Pollock & Sheehan P.C. on

Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter of instructions. The letter, unlike a valid will, isn’t legally binding, but can be valuable to...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - February/March 2020: Estate Planning Pitfall - You’re hiding assets without telling anyone

Adler Pollock & Sheehan P.C. on

People sometimes keep assets hidden without letting their family know about their existence or location. Similarly, they may have life insurance policies no one knows about. This brief article explains, through a fictional...more

Saul Ewing Arnstein & Lehr LLP

What is a Social Media Will?

Saul Ewing Arnstein & Lehr LLP on

A government publication called the Consumer Action Handbook refers to the preparation of a social media will. Many people have online accounts of various types. What happens to them when you die?...more

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