vlmonroe
5 Tactics for Required Minimum Distributions
Mar 1st, 2021 by jblankenship. So – you’ve reached that magic age, 72 (used to be 70½), and now you’ve got to begin taking the dreaded...
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vlmonroe
Mar 2, 20214 min read
Mistakes IRA Beneficiaries Are Making After The SECURE Act
Bob CarlsonSenior Contributor Retirement More than a year has passed since the Setting Every Community Up for Retirement Enhancement...
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vlmonroe
Feb 14, 20212 min read
What Happens to a Revocable Trust When a Settlor Loses Capacity?
February 8, 2021/in Administration of Trust, Fiduciary Discretion, Fiduciary Duties, Fiduciary Litigation, Trustee/ by Richard Kiely As...
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vlmonroe
Jan 29, 20213 min read
5 Ways A Democratic Controlled White House, Senate And House Could Affect Your Estate Planning
Christine FletcherContributor Retirement Estate planning attorneys were inundated at the end of 2020 with year-end gifting. Many people...
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vlmonroe
Jan 9, 20216 min read
With Adult Children Home, Now’s the Time: Talk About Your Money
Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives. ...
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vlmonroe
Dec 31, 202013 min read
Celebrity Estate Planning: Misfires of the Rich and Famous
RPTE Probate & Property September/October 2020, Vol. 34, No. 5 By Jessica Galligan Goldsmith, David Choi, Loretta A. Ippolito, Christiana...
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vlmonroe
Dec 20, 20204 min read
Estate Planning: Establishing A Sustainable Legacy In Uncertain Times
Sonya Thadhani MughalForbes Councils Member Forbes Finance CouncilCOUNCIL POST| Membership (fee-based) Money In the world of financial...
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vlmonroe
Dec 5, 20202 min read
How Ancestry Kits Upend Estate Plans and Create Estate & Trust Litigation
Randall, son of Johnny, gave his sister Twyla a 23 and Me ancestry kit as a gift in order to learn more about their genes. The gift came...
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vlmonroe
Nov 22, 20204 min read
With 250,000 US deaths, COVID-19 is triggering more end-of-life planning – and young people want in
In homes across the U.S., families increasingly know someone who has been sick or hospitalized with COVID-19. The death toll passed a...
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vlmonroe
Nov 8, 20203 min read
Estate Planning Secrets: How To Avoid Probate
Russel Morgan08:20am EDT Estate Planning & Probate Lawyer. Founder of Morgan Legal Group, P.C. Represents individuals & major...
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vlmonroe
Oct 25, 20203 min read
Don’t Overlook Your Trust Funding
Christine FletcherContributorRetirement I write about successfully managing your trusts and estate. If you have updated your estate plan...
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vlmonroe
Jul 18, 20203 min read
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
Ashlea EbelingSenior ContributorPersonal Finance The IRS warns about the top 12 taxpayer scams. Tax season is finally over, unless you...
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vlmonroe
Jun 14, 20203 min read
Nursing Homes and the Right to Visitors During a Pandemic
Thursday, June 11, 2020 By Katherine C. Pearson, Dickinson Law, Penn State The seminal 1987 Nursing Home Reform Act requires all nursing...
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vlmonroe
Jun 9, 20203 min read
Don’t Overlook The Benefits Of Estate Planning
David Kudla Contributor Taking care of your family in the unfortunate event that something happens to you is essential in life. Having...
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vlmonroe
May 31, 20202 min read
Will Normal Advanced Directives be Sufficient for COVID-19?
by Carol Warnick While we deal with an unprecedented global pandemic which alters life as we know it for all of us, COVID-19 brings up...
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vlmonroe
May 25, 20204 min read
As coronavirus continues to spread, doctors urge Americans to get a living will
PUBLISHED TUE, APR 28 20207:28 AM EDTUPDATED TUE, APR 28 202011:42 AM EDT Sharon Epperson@/IN/SHARONEPPERSONCNBC@SHARON_EPPERSON WATCH...
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vlmonroe
May 6, 20204 min read
Five Common Mistakes with “DIY” Estate Plans
In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning...
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vlmonroe
Apr 30, 20203 min read
Don’t Risk it: Protect Your Finances From Coronavirus Complications
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19)...
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vlmonroe
Apr 20, 20204 min read
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy....
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vlmonroe
Apr 18, 20201 min read
Navigating North Carolina Probate
We have received a lot of inquiries from out of state families about Probate in North Carolina. We have prepared a Guide to help...
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