Estate and Trusts
The Weekly Scenario from Steve Shane – 10.21.13
Question: My uncle is entering into a nursing home and my aunt needs an additional source of income for her…
Read MoreThe Weekly Scenario from Steve Shane – 10.14.13
Question: My dad mentioned to me that he would like me to have his house when he passes away. I…
Read MoreThe Weekly Scenario from Steve Shane – 10.7.13
Question: My primary residence is in Florida and qualifies as a Florida homestead. Are there any restrictions on how I…
Read MoreTips for Selecting a Trustee
In life, we have many difficult questions to answer. Selecting a trustee should not be one of them. Yes, you…
Read MoreThe Benefits of a Payable on Death (POD) Account
It is natural for a person to want to leave money for their loved ones. However, this is sometimes easier…
Read MoreThe Weekly Scenario from Steve Shane – 9.30.13
Question: My parents are not particularly wealthy, but they have a number of items that have significant sentimental value (as…
Read MoreThe Weekly Scenario from Steve Shane – 9.23.13
Question: I set up an Irrevocable Life Insurance Trust (or “ILIT”) a few years ago. The trust owns a whole…
Read MoreThe Weekly Scenario from Steve Shane – 9.16.13
Question: I am a beneficiary of my mother’s estate. My brother is the Personal Representative. How do I know my…
Read MoreEstate Planning Issues for a New Generation
The role of, technology in our lives continues to increase. It plays a role in nearly everything we do. What…
Read MoreThe Weekly Scenario from Steve Shane – 9.9.13
Question: Is there any advantage to setting up a payable on death (or “POD”) account as part of my estate…
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