Posts Tagged 'Durable Power of Attorney'

Thanksgiving Holiday Provides Opportunity for Family Members to Spot Signs of Incapacity in Aging Parents

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Spotting signs of incapacity and early detection of cognitive decline enables professional advisors to more effectively address financial, legal and care-giving concerns.

More than 40 million Americans are expected to take to the roadways, railways and airways as they head home for the Thanksgiving holiday. Thanksgiving – one of the few occasions when multiple generations gather under one roof – is an opportune time for adult children to observe signs of incapacity or cognitive decline in aging loved ones.

My advice to ...

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Estate Planning is Still Relevant: Three Key Documents Every Adult Should Have

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The federal estate tax exemption, which is the maximum amount of wealth an individual can have when they die but not pay any federal estate tax, used to be $600,000. The families of the deceased who exceeded this limit were often people who did not consider themselves rich—maybe a farming family with a small working farm for example. Unfortunately, they often discovered that all it took was a little bit of real estate, combined with the death benefit payout from ...

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