June, 2017 | Cushing & Dolan, P.C.

What tasks does a financial agent carry out?

On behalf of Cushing & Dolan, P.C. | Jun 30, 2017 | Powers Of Attorney

Using a financial power of attorney, you essentially make someone else your financial agent. This gives them legal power to handle your money. They’re obligated to work toward your best interests, but they do things that you can’t realistically do for...

A trust could help your child with a grandparent’s money

On behalf of Cushing & Dolan, P.C. | Jun 20, 2017 | Trusts

A grandparent leaves money to one of your children. The child is only 10, so you’re named as a guardian. Essentially, the money is under your control until the child is no longer a minor. However, you’re worried about what could happen down the line. Is...

A judge can alter strange requests in your will

On behalf of Cushing & Dolan, P.C. | Jun 15, 2017 | Wills

If you’re thinking of putting some rather strange requests in your will, it is worth noting that a judge may be able to alter them if your heirs mount a legal challenge. For example, a woman who was a hotel owner and a real estate investor left $5M for her...

Trends could change your estate planning

On behalf of Cushing & Dolan, P.C. | Jun 8, 2017 | Wills

If you’re thinking of simply leaving your possessions to your children, one thing to consider is the way current trends are going around the time you’ll pass those items on. They could have a huge impact on whether or not the kids actually want the stuff...

Do estate taxes target money that was already taxed?

On behalf of Cushing & Dolan, P.C. | Jun 1, 2017 | Estate Taxes

One common complaint about estate taxes is that they simply target money that was already taxed at least once, as income. For instance, perhaps you are an only child and you have one surviving parent: your father. He earns money, pays taxes to the government when he...

What tasks does a financial agent carry out?

A trust could help your child with a grandparent’s money

A judge can alter strange requests in your will

Trends could change your estate planning

Do estate taxes target money that was already taxed?

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