A conservatorship is a process where a Petition is filed with the Court because someone is no longer able take care of their affairs. The conserved person is the Conservatee. The person taking care of the Conservatee is the Conservator. This can be a conservatorship of the person [personal care issues], of the “estate” [meaning … Read more
In Case of Death List The following agencies need to be notified of your loved one’s passing. Not all may apply to your situation: Social Security Administration Veteran’s Administration (if the decedent formerly served in the military) Defense Finance and Accounting Service (military service retiree receiving benefits) Office of Personnel Management (if the decedent is … Read more
Why Do I Need To Plan My Estate When The Estate Tax Exclusion Is Up To $5,000,000!? I talk to a lot of people who stopped worrying about planning their estates when the 2011 threat of the $1,000,000 limit of assets that could transfer to their heirs without estate tax jumped to an unbelievable $5,000,000 … Read more