Estate Planning Attorneys Fruitland : Probate & Elder Law Attorneys in Fruitland, IA

Estate Planning, Probate & Elder Law Attorneys

 

Estate Planning, Probate & Elder Law Fruitland, Iowa

Fruitland Estate Planning & Probate Attorneys

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Duffy Law Office

TEL (563) 445-7400 |  Davenport, IA

Dennis Duffy combines an extensive background in business with a wide range of legal experience to provide his clients with a uniquely practical perspective. An attorney since 1989, he now devotes ...(more)



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ESTATE PLANNING, PROBATE & ELDER LAW NEWS

» Protect your assets with estate planning

Among other benefits, estate planning is an undertaking to protect your assets, minimize tax consequences and provide for others upon your death.

» Stock Certificates and Probate

One of the things that I emphasize as an estate planner is "making things easy" for the people who will ultimately handle your estate, by getting yourself organized. That saves them a lot of aggravation, and will also save your estate a fair amount of money, as no one will need to pay an attorney $200+ per hour to figure out how many bank accounts you had, or whether you executed a Will.

Columnist Christopher Yugo espouses the same philosophy in this Q&A regarding stock certificates. As a probate attorney, stock certificates are a real nuisance (and it sounds like Mr. Yugo has had the same experience). The best approach is to set up a brokerage account, and let an investment professional take care of fulfilling all necessary transfer agent requirements.

» Elder Law: Talk to professional for long-term care insurance

Last week I indicated that because of recent restrictions on qualifying for Medicaid, long-term care insurance is even more important in an individual's estate planning.

» Schwab ramps up recruiting at wirehouses

» Financial intermediaries drawn to equity funds