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ESTATE PLANNING: Start planning now for children

Q: If something happens to my husband and me, how do they decide who will take care of our kids? Will they be the same people to take care of their inheritance?

July 05, 2014 5:35 pm

ESTATE PLANNING: Be organized and share the information

A friend of my mine is in the process of building a new home. While we were discussing the construction, he asked me what our monthly NIPSCO bill was. I'm not sure if my stunned silence or the deer in the headlights look answered his question, but he quickly said he would ask Trish.

June 14, 2014 2:55 pm

YOUR MIND ON MONEY: What to do with a small refund

Q: My father passed away a few months ago. We recently received a refund check made out to his estate. What happens if he doesn't have an estate? How do we cash this check? What if he gets a tax refund?

February 08, 2014 9:47 am

ESTATE PLANNING: Put thought into your power-of-attorney selection

Q: I have three children. I would like all of them to divide my estate, but I only want two of them listed in the power of attorney. Can I let one my kids make financial decisions and one of them make medical decisions? What happens if one of them won't serve?

December 21, 2013 2:06 pm

CONSUMER AFFAIRS: Planning and the single parent

I recently had a beer with a buddy. It had a been a while since we got together and it was good to catch up.

December 14, 2013 12:14 pm

ESTATE PLANNING: When a loved one's faults need to be recognized

"Don't confront me with my failures; I had not forgotten them."

November 26, 2013 3:55 pm

ESTATE PLANNING: Simple versus complex trusts

Q: What is the difference between a revocable trust and a simple trust? How do you know what type of trust you have?

May 25, 2013 12:53 pm

ESTATE PLANNING: Beneficiary designations on real estate

Q: I have my bank accounts set up as payable on death to my children. Why can’t I list my home as payable on death also?

December 02, 2012 12:00 am

ESTATE PLANNING: Think before you give away the home

Q: What do you think about putting my home in my son’s name?

November 18, 2012 12:00 am

ESTATE PLANNING: Allow enough time to get it done

This past week, I got a call from a friend. She was getting ready to leave on a vacation the next morning and wanted to talk about the beneficiaries on her life insurance.

October 28, 2012 12:00 am

ESTATE PLANNING: Lapsed Bequests?

 Q: My father recently sold his Illinois home and intends to move to Indiana. His will provides that his home goes to my brother. Since he sold his home, should he amend his will? Is there anything else he needs to worry about if he moves to Indiana?

October 14, 2012 12:00 am

ESTATE PLANNING: The perfect time to plan

How many of you knew that October is Estate Planning month? Alright, it’s not really estate planning month, but it should be because October is the perfect time to plan your estate.

October 07, 2012 12:00 am

ESTATE PLANNING: One copy of a will should suffice

Q: I want to give a signed copy of my will to each of my kids, but my attorney told me that I should only sign one copy. Why can't I sign more copies if I want them for my kids?

April 10, 2011 12:00 am

ESTATE PLANNING: Which funds to spend

Q: My son is the successor trustee of my trust. He also is on my bank account. Since he is the trustee and on the bank account, is it OK to leave the bank account titled as it is and not in the name of the trust?

April 03, 2011 12:00 am

ESTATE PLANNING: Powers of attorney can differ

Q: I took my mother's power of attorney to my bank but they wouldn't let me access her account because they said it only applied to health care. Why wouldn't they accept this power of attorney and what can I do about it?

January 23, 2011 12:00 am

ESTATE PLANNING: Death bed planning is common

Q: I'm having a surgery after the first of the year. If there are complications and it appears I may not make it, can my son use the power of attorney to close my bank accounts? That way he won't have to pay inheritance tax on the money. Is there any reason that he should not do this?

December 19, 2010 12:00 am

ESTATE PLANNING: Appointing an out-of-state resident in an estate plan

Q: I want to let my son handle all of my estate matters. However, he lives in Michigan. Will that be a problem? Should I ask a friend who lives locally to handle it?

December 12, 2010 12:00 am

Transferring a car title following a death

Q: Is it difficult to transfer title to a car after someone dies? Should my mother transfer title to her car now?

August 29, 2010 12:00 am

Should you share estate planning documents?

Q: Is it a good idea to give copies of my estate planning documents to my children?

July 18, 2010 12:00 am

ESTATE PLANNING: Care should be taken when dealing with annuities

Q: Can an annuity in a trust be used to pay bills?

December 02, 2009 12:00 am
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