Articles

What is Your Most Important Estate Planning Document?

What is Your Most Important Estate Planning Document?

Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]

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Articles

Do I Need a Living Trust? –– Landmark Bank

Do I Need a Living Trust?
By Katie D. Whitman, JD, Landmark Bank, Texoma LIVING WELL Magazine

You’ve probably thought about what will happen to your loved ones when you pass away, but have you really thought about the details of how your money will be distributed? What about your house, your car, or your favorite antique dresser? Do you worry that one of your children won’t be able to handle an inheritance? […]

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Articles

Family Matters talks "Don't Forget the Details of Planning Ahead" – LIVING WELL Magazine

Don’t Forget the Details of Planning Ahead
Courtesy of Family Matters, East Denver LIVING WELL Magazine
Most people rely on industry experts to plan their estates, preparing wills, trusts, health care directives, powers of attorney and financial plans […]

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Articles

Lori A. Leu & Associates talks elder law – LIVING WELL Magazine

What is Elder Law?
By Lori A. Leu, Collin and North Dallas LIVING WELL Magazines
So often people will say that they did not know they needed an attorney who practices elder law, or even that such an area of the law exists. Elder law is not a new type of law, but it is a relatively new way to bring several areas of the law together to benefit a particular group of people – older adults. […]

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Articles

Craig Watson on what happens if you don't have a power of attorney – LIVING WELL Magazine

What Happens if You Don’t Have a Power of Attorney?
By Craig Watson, Texoma LIVING WELL Magazine
My spring 2011 article, which appeared in this column, extolled the benefits of a durable power of attorney (POA). Every estate plan should include a POA. […]

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Articles

Becker & House on using retirement benefits in your estate plan – LIVING WELL Magazine

USING RETIREMENT BENEFITS IN YOUR ESTATE PLAN
By Allison E. Evans, Esq., Becker & House, Scottsdale LIVING WELL Magazine
Most individuals today understand the critical importance of saving for retirement. We were lectured about it by our parents, we stress it to our children, and we discuss it with our employers and financial advisors. […]