Content tagged "financial security: legal topics"

A Will: Who Needs One

Personal Finance Updated: October 01, 2015

A will is an estate-planning tool that serves as your set of instructions regarding who gets your property and resources when you die. At a minimum, everyone...

Will Kits and Forms

Personal Finance Updated: September 30, 2015

A will is not a good do-it-yourself project. The cost of working around a minor mistake in a will can far exceed the cost of having a will properly prepared...

Changing a Will

Personal Finance Updated: September 30, 2015

It is sometimes necessary to change a will. A codicil is a legal document that amends a will. You might find it necessary to make changes when the following...

Advantages and Disadvantages of a Living Trust

Personal Finance Updated: September 29, 2015

Advantages:Disadvantages:  Next: Is a Trust the Right Planning Device for You >> previous    Lesson ContentsI. IntroductionII. Estate PlanningIII. Power of...

Prepare Your Estate Plan: Acknowledgments

Personal Finance Updated: September 29, 2015

Legally Secure Your Financial Future is a self-study curriculum to help you organize your important papers, communicate your wishes about legal and other...

Communicate Your Advance Directives for Health Care: Print this Lesson

Personal Finance Updated: September 25, 2015

This page contains the entire Communicate Your Advance Directives for Health Care lesson to enable you to print a section or the whole lesson.Return to the...

Gifts and Unlimited Marital Deduction

Personal Finance Updated: February 20, 2013

A gift is a tax-free distribution of funds from one person to another. The 2013 Internal Revenue Service code allows you to give cash and/or property valued...

Gifting and Tax Strategies

Personal Finance Updated: March 06, 2012

It is important to evaluate the effects of federal and estate taxes on estate planning. An estate may be subject to taxes before it is distributed to...

Prepare Your Estate Plan: Print this Lesson

Personal Finance Updated: February 03, 2012

This page contains the entire Prepare Your Estate Plan lesson to make it easier for you to print the lesson contents. For best results, view and print the...

Prepare Your Estate Plan: Case Studies and Resources

Personal Finance Updated: September 23, 2011

Initiating Discussions about Property DistributionsDo you have concerns about property-distribution issues? Discuss these particular situations with your...

Communicate Your Advance Directives for Health Care

Family Caregiving Personal Finance Updated: April 05, 2009

If you had a serious accident or illness that caused permanent loss of mental capacity, leaving you unable to tell your doctor which medical treatments you...

Financial Security: Legal Topics

Updated: January 28, 2009

Legal issues that impact financial security include topics such as: property ownership, estate planning, advance directives for health care, and...

Advance Directives Case Studies

Personal Finance Updated: August 18, 2008

Advance Directives Case Studies Case Study 1 - When is it too soon to honor a living will? When does your health care agent have the authority to make your...

Advance Directives Case Study 1

Personal Finance Updated: August 18, 2008

Return to the Communicate Your Advance Directives for Health Care learning lesson. Grandpa Dan is 78 years old and, as far as he knows, is in good health...

Advance Directives Case Study 2

Personal Finance Updated: August 18, 2008

Millie is 73 years old, and her health is rapidly failing. She wants to donate her organs to help someone else live a longer and healthier life. She also...

A Personal Representative

Personal Finance Updated: August 18, 2008

The person who carries out the plan for settlement of an estate is called a "personal representative." This can be a family member or trusted friend, a bank...

Interviewing Prospective Attorney Candidates

Personal Finance Updated: August 18, 2008

After narrowing the attorney list to two or three, contact the attorneys and request a face-to-face meeting. If you outline your needs in advance, many...

Duties of and Selection Criteria for the Personal Representative

Personal Finance Updated: August 18, 2008

Duties of the Personal Representative The personal representative: Selection Criteria for the Personal Representative Choose your personal representative...

Assets in a Will

Personal Finance Updated: August 18, 2008

Assets in a will, such as property, can be listed simply or detailed. They may include such non-titled property as family heirlooms and keepsakes, which have...

Attorney Ratings

Personal Finance Updated: August 18, 2008

Once you have the names of several lawyers, you can find additional information about them in the Martindale-Hubbell Law Directory, available in many...

Is a Trust the Right Planning Device for You

Personal Finance Updated: August 18, 2008

The decision to create a trust is a complex one. You will want to discuss your personal needs with financial and legal experts. It is not uncommon for an...

Planning for Your Estate

Personal Finance Updated: August 18, 2008

Estate planning is arranging for the orderly transfer of your property and resources to other people during life and after death. Your estate is essentially...

Common Types of Powers of Attorney

Personal Finance Updated: August 18, 2008

Power of Attorney: This document is commonly known as a financial power of attorney and gives one person (the agent) authority to act on behalf of another...

Prepare Your Estate Plan

Personal Finance Updated: August 18, 2008

How will your assets be distributed upon your death? Have you prepared for the distribution of your estate for the loved ones you will leave behind? Perhaps...

Types of Joint Ownership

Personal Finance Updated: August 18, 2008

Several types of joint ownership are described below: Community Property: The laws of some states specify that most property acquired by either spouse during...

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