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  1. Blog
  2. 2019
  3. October

Posts in October, 2019

  • Discussing a Document
    Oct 31 Can a Transaction Occur if One Spouse is Incapacitated?

    An elderly married couple wished to sell their home, but they had a big problem. The notary public refused to notarize the wife’s ...

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  • Discussing a Document
    Oct 30 Understanding Beneficiary Designations and Your IRAs

    If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If ...

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  • Doctor Talking to a Patient
    Oct 24 Dark Side of Medicaid Means You Need Estate Planning

    A woman in Massachusetts, age 62, is living in her family’s home on borrowed time. Her late father did all the right things: ...

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  • Doctor Talking to a Patient
    Oct 23 Your Spouse Just Died … Now What? Tips for the Surviving Spouse

    In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, ...

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  • Discussing a Document
    Oct 17 What Can I Do with Unspent Money in a 529 Plan?

    Los Altos Online’s recent article, “How to use up leftover money in a 529 college savings plan,” says there several ways to use ...

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  • Doctor Talking to a Patient
    Oct 14 Estate Planning: What’s Best for You, a Will or a Trust?

    That may be an idealistic portrayal, but there is some truth to it. It is no longer unusual for families to engage in estate ...

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