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“While you may already have POAs in place, several legislative changes over the years have given financial institutions and healthcare providers reasons to reject them.” One key component of a solid financial plan is properly configured estate planning documentation—especially medical and financial powers of attorney (POA). These documents give you... Continue reading
Posted Jul 7, 2017 at Rowley Law
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“Estate planning is a key element in any financial plan no matter what your age.” Estate planning allows you to decide how your assets should be distributed when you die, says CBS Boston’s article, “The Boomers’ Kids: Estate Planning.” Remember, for those of you who are under 40, dying isn’t... Continue reading
Posted Jul 6, 2017 at Rowley Law
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“Money is supposed to provide a security blanket, not a blank check.” Many parents believe that it’s an act of love or generosity to leave their children an inheritance. Some also think that the more money they leave, the better. Forbes’ recent article, “Why Not To Leave Too Much To... Continue reading
Posted Jul 5, 2017 at Rowley Law
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“An Ivy League-educated, polo-playing author from The Plains misused almost $650,000 from an elderly friend’s trust funds, a Fauquier judge has ruled.” Philip Jay Fetner argued that eight years ago, his friend and neighbor Stephen S. Roszel VI knowingly and willingly invested in the second printing of his book, The... Continue reading
Posted Jul 4, 2017 at Rowley Law
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“Most couples can benefit from estate planning to ensure their assets land in the right hands after they die and their health care wishes are followed. But same-sex couples often have special situations that require extra planning.” The Palm Beach Post’s recent article, “Estate Planning 101 for Same-Sex Couples,” lays... Continue reading
Posted Jul 3, 2017 at Rowley Law
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“ABLE accounts allow tax-deferred saving, with contributions of $14,000 a year.” Parents of children with special needs can anticipate a seven-figure bill to cover the cost of lifetime care. It’s not impossible to come up with that cash, if families know how to plan. CNBC’s recent article, “It can take... Continue reading
Posted Jun 30, 2017 at Rowley Law
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“Sometimes, people attempt to make an estate plan without consulting legal and financial professionals.” We’re all looking for a deal. No one wants to pay retail. After all, that’s why there are so many big box hardware stores and YouTube videos that try to teach you how to do things... Continue reading
Posted Jun 29, 2017 at Rowley Law
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“Getting married for a second time is fairly common. But the financial and estate planning issues that result from remarriage can be anything but.” When you are married a second time, the complications and challenges of blended families can really grow, says Forbes’ recent article, “Second Marriage and Estate Planning:... Continue reading
Posted Jun 28, 2017 at Rowley Law
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“Estate planning is an essential part of an individual’s personal finances. This is true no matter how wealthy a person is.” Estate planning is a process in which a person details how their money and other assets should be managed during life and after their death. WMUR’s recent article, “Money... Continue reading
Posted Jun 27, 2017 at Rowley Law
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“Some of the hardest conversations you and your partner will have as you plan your wedding, are about finances.” While there are many things to worry about when your wedding approaches, a conversation about a pre-nup may be the most stressful. Who wants to talk about how you'll divide your... Continue reading
Posted Jun 26, 2017 at Rowley Law
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“A life estate can solve some possibly lengthy and costly problems for your heirs.” Kiplinger’s recent article, “An Overlooked Way to Pass Down Your Home Without Probate: The Life Estate,” explains that simply designating a beneficiary in your will or assuming your home will pass to your children might mean... Continue reading
Posted Jun 16, 2017 at Rowley Law
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“Is a trust valid in all states?” Generally speaking, trusts are valid across the country. That means the trust beneficiaries can be located in any state or move to any state, as can the trustee. In fact, a recent nj.com article addresses this very matter, in “Is a trust valid... Continue reading
Posted Jun 15, 2017 at Rowley Law
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“Dealing with the death of a loved one is hard enough. Estate planning can make things easier on a grieving family.” As you may have read, a recent study revealed that 56% of Americans die without a will or estate plan. That’s staggering, and it tells us that the importance... Continue reading
Posted Jun 14, 2017 at Rowley Law
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“You may think you need a long and complicated list of tasks to accomplish your retirement goals. But a good place to start, is with these four simple steps.” Vanguard recently published an article, “4 things to put on your to-do list for retirement prep,” which has a list of... Continue reading
Posted Jun 13, 2017 at Rowley Law
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“One of your most important estate planning document for many reasons.” When you have your estate planning attorney draft your will, you should also have him or her prepare a Trust, a power of attorney, living will and an advance health care directive. In addition to these important documents, there’s... Continue reading
Posted Jun 12, 2017 at Rowley Law
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“The Maryland lawmaker said the tax certainty the bill creates, would make it easier for family business owners to transfer their operations to subsequent generations.” A story originally reported in Bloomberg reports that a House Republican is planning to reintroduce a bill that would allow taxpayers to make annual payments,... Continue reading
Posted Jun 9, 2017 at Rowley Law
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“When it comes to preparing for retirement, the devil is in the details. Just one slip-up can derail your plans.” Kiplinger’s recent article, “5 Common Roadblocks That Can Shut Down Retirement Success,” reports that numerous studies say most people aren’t properly preparing for retirement. According to the Economic Policy Institute,... Continue reading
Posted Jun 8, 2017 at Rowley Law
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“If you’ve been putting it off because it's sad or uncomfortable, don't. Estate planning can be a loving tribute and source of comfort. Here’s what to consider.” No one likes death or thinking about their own mortality. OK, maybe the undertaker, but for the rest of us, it’s creepy. Estate... Continue reading
Posted Jun 7, 2017 at Rowley Law
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“The nanny tax isn't just for Mary Poppins. It covers any household employee, including housekeepers, gardeners and caregivers.” With this latest presidential transition, there’s another Nannygate controversy. You may remember the 1993 case of Zoë Baird—the person nominated to be the first female U.S. attorney general—only to be stopped short,... Continue reading
Posted Jun 6, 2017 at Rowley Law
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“If your children are under age the age of eighteen, you should have trusts for them in your wills, in the event that you and your spouse should die before all of your children reach age 18.” Trust Advisor explains in its recent article “Should You Create Trusts for Your... Continue reading
Posted Jun 5, 2017 at Rowley Law
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“How do I keep my heirs from having to go through probate?” There are some estate planning questions that many of us would like answered. These include how to keep heirs from going through probate, whether you need an estate planning attorney or can you just use an online form... Continue reading
Posted May 12, 2017 at Rowley Law
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“We uncovered the biggest things people overlook when drafting a will. Find out if you’re missing a one of these key elements.” There are a few common items that folks neglect to put in their wills or estate plan. These can have a major effect on your family. An article... Continue reading
Posted May 10, 2017 at Rowley Law
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“A new law just passed this week by the Washington state legislature, is aiming to curb crime against what some call the ever-growing ranks of the aging known as the "Silver Tsunami."” Elder abuse was the subject of a recent story at mynorthwest.com, entitled, “Washington state takes new steps to... Continue reading
Posted May 9, 2017 at Rowley Law
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“The hit podcast "S-Town," which was downloaded more than 10 million times in its first four days, highlighted the importance of having a will.” A will is great first step, but estate planning is an entire strategy to protect you and your spouse in retirement, and to leave a legacy... Continue reading
Posted May 8, 2017 at Rowley Law
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“The reality is that taxes have always been a secondary component of the charitable giving process and now may be less critical than ever before. As tax planning has become less relevant, personal goals and the role of the adviser have gained in importance.” Financial Planning’s recent article, “Charitable giving:... Continue reading
Posted May 5, 2017 at Rowley Law