Author name: Emily Mansoor

An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed his finances under a valid financial power of attorney, handling savings, pension income, and proceeds from the sale of his home. What began as routine assistance gradually became full […]

Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not meet your current goals or family circumstances. To put things in perspective, consider a family that may sound similar to yours. Meet the Kendricks Bill

Married couples love each other and want the best for each other. Establishing a comprehensive estate plan is one way to provide the best for each other. Not only does an estate plan protect you when you are unable to care for yourself during your lifetime, but it also protects your hard-earned money and property

Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team to help you create, manage, and support those

It is a topic no parent wants to think about: What would happen to your children if you were gone? However, facing this question is one of the most loving and powerful things you can do for your kids. If you take no steps to legally nominate a guardian for your minor children, a judge

Question 1: Should I tell my estate planning attorney that I am expecting an inheritance? Yes. While some people may be hesitant to count their chickens before they hatch, looping your estate planning attorney into your full financial picture is the best way to prepare for whatever the future may hold. By planning ahead, you can help ensure that

Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember opening. A password reset link you never requested. A notice from the Internal Revenue Service (IRS) that someone has already filed a tax return in your name. At first there is confusion. No, there’s no way that’s right. Then anxiety sets in. Am I being scammed? After that, you may spend hours or days on the phone with banks, credit bureaus, and government agencies to reach an unsettling conclusion: Someone has my information and is

Today, so much of what once existed in material form now lives entirely online. Our photos, finances, business operations, and even our identities are stored on devices and platforms and in cloud accounts. Without proper planning, these valuable digital assets can easily be lost or become inaccessible after we die. As a sign of the times and how deeply virtual and physical life have merged, most of us

In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 Bitcoin that are now worth hundreds of millions of dollars.1 For more than a decade, he has tried unsuccessfully to persuade local officials to let him dig up the landfill where he believes the drive lies buried, even offering to buy the landfill, to no avail. His desperation illustrates not just the meteoric rise of Bitcoin

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, or lack the financial experience needed to preserve and grow what was left to them. A well-designed