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Aaron J McCarter
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Disinheritance is an estate planning technique that removes a child from your estate plan. While a valid planning technique, due to the personal nature of such a decision, care should be taken to ensure that the plan is drafted with precision and with assurance that any potential legal challenges are... Continue reading
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A guardianship and/or conservatorship is sometimes needed when someone you know needs help in managing their affairs. But what happens when that person doesn’t have family or friends with the ability to act on their behalf? By Aaron McCarter I have previously written about guardianships and conservatorships in my article,... Continue reading
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Can anyone be placed under a guardianship? What happens to the person’s ability to live their life after they are placed under the guardian’s care? By Aaron McCarter Most people have an image in their head when they think of a guardian, especially concerning an adult. What exactly is the... Continue reading
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When most of us hear of an alter-ego we think of a crime fighter or some other superhero that serves as a normal person’s after-hours counterpart. But in the world of business, did you know that your alter-ego could potentially be a thorn in your side? By Aaron McCarter In... Continue reading
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Have you been following Congress’ attempts to limit pension paid to wartime veterans and their surviving spouses? Good news out of the Senate last week as the pension program remains intact. By Aaron McCarter The VA, as a small part of their overall budget, provides pension benefits to wartime veterans... Continue reading
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Have you ever considered that receiving a settlement outright to you or a loved one can actually be a bad decision? If you or a loved one are injured and need benefits, getting this payout may actually make life more difficult in the future. By Aaron McCarter When you or... Continue reading
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A living will is an essential part of an estate plan, but what if new technology, situations, or a doctor unfamiliar with your wishes is called on to interpret your living will? How can you ensure that your wishes are followed and not left up to unwanted discretion? By Aaron... Continue reading
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Parents desire the best for their children, but sometimes their wealth of knowledge is hard to impart on the next generation. Did you know that careful estate planning can help to direct your heirs and instill values when you’re not able to do so in person? By Aaron McCarter Most... Continue reading
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Many people have some sort of planning, but after it's drafted they never check it again. If we go to the doctor to check our health, get oil changes for our car, and keep our online profiles up-to-date with life changes, shouldn’t the most important documents – the estate plan... Continue reading
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Have you ever worried about the difficulty in talking with your heirs and loved ones about your estate plan? While these conversations may be difficult now, speaking freely to your family about delicate issues today can avoid many future problems. By Aaron McCarter Thinking about your estate and setting up... Continue reading
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If you’re planning on selling the family business, have you considered the financial and familial relationships and how to keep both intact? Clarifying the family succession process from the outset is crucial to the succession process. By Aaron McCarter When you’re a family business owner looking to pass the torch,... Continue reading
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Do you know if your parents have a plan in place in case of passing or an emergency? Or do they have a plan but no one knows what it is? Aging parents need to establish a plan and communicate the plan (including finances) with their adult kids. By Aaron... Continue reading
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Have you heard of a trusteed IRA? These IRAs allow the IRA owners to prevent their beneficiaries from spending down the accounts right away. By Aaron McCarter An IRA is a very powerful tool, if you use it right. Your IRA can essentially serve your estate planning purposes beyond simple... Continue reading
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Did you know that an out-of-date beneficiary designation could send your assets to the wrong people – a former spouse, for example – no matter what your estate plan says? By Aaron McCarter Often, the biggest mistakes we can make when it comes to our estate planning are also some... Continue reading
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It’s easy to divide money evenly, but what about items with sentimental value? Grandma’s teacup may be only worth $2 at a sale, but the emotions around it may cause controversy. By Aaron McCarter While it is easier to think about an inheritance as money or assets, don't forget the... Continue reading
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Have you thought about your life post-sale of your business? What goals, beyond attracting a buyer who can lead your company, do you have in your post-sale life? By Aaron McCarter What questions have you asked yourself regarding your business succession plan? Done right, a business succession or sale requires... Continue reading
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What would happen to your e-mail accounts if you suddenly died? Have you thought about who would need to access your information? By Aaron McCarter Are you familiar with the notion of a digital estate? What happens to your online bank accounts, emails, social media and your entire digital presence... Continue reading
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Sep 19, 2013