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Undermining a POA Could Lead to Guardianship
Attorneys and Daily Money Managers (DMMs) encourage individuals (principals) to prepare estate plans. This process includes appointing an agent under Power of Attorney, well in advance of a possible loss…
Pre-Planning to Avoid Guardianship
If a person is deemed incompetent, ideally, their agent under Power of Attorney (POA) or their trustee will handle their financial matters. If the person has not selected an agent…
- Divorce |
- LifeArc |
- Personal Finances |
How to Handle Personal Finances After Divorce
by Ian Steinberg, a matrimonial and family law attorney with Berkman Bottger Newman & Schein, and Arlene Glotzer, Managing Director at Eddy & Schein Group Once your divorce is finalized…
Working with Professional Advisors
When helping a family member or friend with their personal finances, you may meet with their investment managers, accountants, attorneys, and other professionals. Comprehensive information and timely interaction with these…
- Aging Relatives |
- Financial Organization |
- Life Insurance |
- LifeKeeping |
- Personal Finance Management |
An Estate Executor’s Financial Challenges:
Estate Assets
As an executor, your responsibility is to identify all assets. One of your first priorities will be to locate and secure the belongings and finances of the deceased person to…
An Estate Executor’s Financial Challenges:
Debts, Bills & Banking
An estate executor is responsible for managing the estate’s finances. This includes opening a bank account specifically for the estate and collecting any money owed to the deceased, paying ongoing…
An Estate Executor’s Financial Challenges:
Checks Received After a Death
Whether a decedent has a sizable estate or not, there are times when checks come in that have no home. If the decedent’s assets were not held in a trust,…
An Estate Executor’s Financial Challenges:
The Basics
If you’ve been appointed to be an estate executor, your job is to manage the estate’s financial affairs and carry out the deceased person’s final wishes. This a significant responsibility…
