Joint Assets with Adult Children: Solution or Problem?
Here is a common scenario… Mr. Planner is in his late-80’s. Mr. Planner’s spouse passed away one year ago. Mr….
Category Archives: Legal Matters
How Often Should I Review My Will?
How often should I review my Will? This is perhaps one of the most common questions that I get asked….
My Lawyer is Retiring…Now What?
The short answer, generally speaking, is that it is simple and costs nothing to change lawyers or to transfer your…
Legal Matters – Social Media & Your Will
Chances are you are on Facebook or another social media platform in order to stay connected with friends and family….
LEGAL MATTERS – YOUR WISHES FOR LONG TERM CARE
Jason P. Mallory, H.B.A., J.D. Your Power of Attorney for Personal Care is a very important document regarding your health…
Legal Matters – Gifting Family Heirlooms & Personal Belongings
There are a number of ways that you can leave family heirlooms or personal belongings, such as jewelry, collections, or…
WHO WILL CARE FOR YOUR PET?
We have all heard the story about the billionaire heiress who left her entire estate to her beloved pooch. Now,…
Frequently Asked Questions – Jason P. Mallory, H.B.A., J.D.
I am frequently asked the following questions: My lawyer is retiring, what do I do? Is it difficult or expensive…
TO REDUCE PROBATE TAX Possible Strategies
New probate rules came into effect on January 1, 2015. See my article in Issue 18 of CKSenior online for…
NEW PROBATE RULES CAME INTO EFFECT JANUARY 1, 2015. Are You Familiar with these new Regulations?
NEW PROBATE RULES CAME INTO EFFECT JANUARY 1, 2015. Are You Familiar with these new Regulations? Jason P. Mallory, H.B.A.,…