Showing 19 posts by Jonathan J. David.
Legal-Ease: What Happens to Assets If I Do No Estate Planning at All?
Dear Jonathan: Based on my research, I feel like I’m pretty well versed in what I am supposed to do when it comes to creating an estate plan for myself. Everything I have read says that I should have a will, powers of attorney and a trust. What I would like to know, however, is what happens when I die if I don’t do any estate planning? Read More ›
Categories: Estate Planning, Powers of Attorney
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Legal-Ease: Common Questions Surrounding Durable Powers of Attorney
Dear Jonathan: Can you please explain what the difference is between a financial durable power of attorney and a health care durable power of attorney. Read More ›
Categories: Estate Planning, Powers of Attorney
Legal-Ease: Are There Ways to Avoid Probate After Death?
Dear Jonathan: I just completed the probate of my late brother’s will. I was the personal representative he appointed to act on behalf of his estate. This was not a pleasant experience and in fact, was quite the opposite and made me realize that I don’t want to put my family through anything like this at my death. My wife and I don’t have a large estate, but we want to make sure that everything we own goes to the survivor of the two us and then to our kids without first having to go through probate. What do you recommend we do to avoid probate at either of our deaths? Read More ›
Categories: Did you Know?, Estate Planning
Legal-Ease: What Happens When You Are Sole Beneficiary of a Trust?
Dear Jonathan: My mother, who recently passed away, prepared a trust naming me as her sole beneficiary. She intentionally disinherited my brother due to a falling out they had years ago. Although he knows that he has been disinherited, I am uncomfortable getting my mom’s entire estate and would like to provide for him somehow. Read More ›
Categories: Elder Law, Estate Planning
Digital Dupe: How to Protect Against Identity Theft After Death
In the digital age, identity theft has taken on new and sinister forms, extending beyond the living to the deceased. When a loved one passes away, their identity doesn’t simply vanish; it lingers in both the digital realm and on paper, presenting opportunities for fraudulent activity. Read More ›
Categories: Cybersecurity, Digital Assets, Estate Planning, Fraud & Abuse, Senior Exploitation & Abuse, Technology
Legal-Ease: What Happens to a Family Member's Bank Account After Death?
Dear Jonathan: My father, a widower, passed away a couple of months ago. Being his only child, he appointed me as his agent on his durable power of attorney so that I can handle his bill paying which I have been doing for the past two years. Read More ›
Categories: Estate Planning, Financing, Powers of Attorney
Elder Financial Abuse: What to do if it's in the Family?
People preying on the elderly to get at their life savings, unfortunately, has become a common occurrence in today’s society. We have all heard stories about an elderly person being targeted and falling victim to an unscrupulous con artist. It is a sobering reality that everyone and their families need to prepare for as they age. When it is a family member who is suspected as the one taking advantage of their parent it puts this problem in a whole different light. What should you do if you suspect a family member of financial elder abuse? Read More ›
Categories: Dementia & Alzheimer's, Elder Law, Estate Planning, Financing, Fraud & Abuse, Senior Exploitation & Abuse
Legal-Ease: Steps for When a Loved One Passes Away - Part Three
This is my third and final article addressing what needs to be done after a person passes away. Part 1 addressed what a person needs to do prior to the decedent’s funeral. Part 2 addressed those things that don’t typically need to be done until after the decedent’s funeral, so long as the funeral is not delayed. This column continues that discussion. Read More ›
Categories: Did you Know?, Estate Planning
Legal-Ease: Steps for When a Loved One Passes Away - Part Two
This is the second of three articles addressing the topic of what needs to be done when a spouse or loved one passes away. My last article addressed the immediate things that need to be done prior to the decedent’s funeral. This article and my third article address those things that don’t typically need to be done until after the decedent’s funeral. If the funeral is delayed, however, there should be no similar delay in addressing the matters that need to be addressed. Read More ›
Categories: Did you Know?, Estate Planning, Powers of Attorney
Legal-Ease: Steps for When a Loved One Passes Away - Part One
Dear Jonathan: Can you provide a general summary of what needs to be done when a person’s spouse or loved one passes away? Read More ›
Categories: Did you Know?, Elder Law, Estate Planning, Powers of Attorney, VA Aid & Attendance
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