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November 2013 Archives

Heirs and mortgage loan assumption options, part 1: new rules

This blog is by no means aimed only at people whose estate planning decisions take place on an endless gravy train of high-asset accumulation. To be sure, we often write about wealth transfer in ways that make sure to include the upper end of the income spectrum.

Estate plan basics, part 2: the role of life insurance

In the first part of this post on the basics of estate planning, we focused on the documents that people should put in place to provide structure and guidance for health care decisions. That guidance and structure is crucial in situations when someone is no longer able to make those decisions for themselves due to cognitive or other impairments.

Estate plan basics, part 1: structure for health care decisions

Estate planning is of course not a one-size-fits-all exercise. Passing along assets and establishing guidelines for health care decisions is highly individualized work. Though there are common patterns that occur as people face these decisions, there is no ready-made template for making them.

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