Why Do I Need a Will When I Am Only 21 Years Old?

People of all ages need a will, because if you do not have one, the state statutes will decide which family members will receive your assets at your death and that decision should be yours Imagine you are in your late twenties, you have been happily married for five...

Do You and Your Family Members Know Your Legal Name?

When I was young I did not appreciate my father’s insistence on a simple and short name not easily changed into a nickname. In all “legal” documents I have always used my simple first name “Dana.” But now I realize with the Federal Patriot Act...

Are Your Beneficiary Designations Up To Date?

If you have a small life insurance policy or small IRA worth between $2,500 and $15,000, have you checked your beneficiary designation on these assets lately? One  situation I see in my practice after the death of a client is the family’s discovery of an insurance...