25 posts tagged with estateplanning.
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Property ownership type on my house title

My husband and I bought a house in Florida 10 years ago. We have been living in it and plan to continue living in it as long as possible. For estate planning purposes, I'm wondering if the way our warranty deed is worded is appropriate. [more inside]
posted by cynical pinnacle on Nov 20, 2016 - 3 answers

Estate planning with a baby

We need to get wills. I've never done this before. What am I not considering? [more inside]
posted by JoannaC on Oct 14, 2016 - 7 answers

[Child-free Filter) Can cats have lasting power of attorney?

As I get a bit older and see the generation above me experience deteriorating health or even death -- and I hear my mother talk more openly about end-of-life issues -- I wonder how us child-free folks are supposed to manage old age. [more inside]
posted by Halo in reverse on Apr 27, 2016 - 24 answers

Emergency/EoL Digital Asset Planning

I'm trying to manage my emergency/end-of-life planning in an intelligent, secure and, hopefully, convenient way. What are the best tools and practices for digital asset planning? [more inside]
posted by peakcomm on Jan 26, 2016 - 9 answers

My spouse has a terminal diagnosis. What do I need to do?

My spouse has a terminal diagnosis. What do I need to do? [more inside]
posted by anonymous on Jan 21, 2015 - 38 answers

Do I need a lawyer or a CPA or a ???

Last year, little baby iminurmefi was born, and while I know that there's a grace period where you can say "I just had a baby!" to excuse temporarily dropping the ball on all sorts of life stuff, it's about year past when my husband and I should have gotten our crap together and done that legal... stuff (that's the technical term)... that you're supposed to do when you have a kid and a house and assets and newly-complicated taxes. Estate planning, I guess? I know AskMe can't do this for me, but I am a bit lost as to what sort of professional(s) I need to hire here. [more inside]
posted by iminurmefi on Nov 18, 2014 - 13 answers

How does FMLA work after a patient's death?

It seems like FMLA leave doesn't account for bereavement time. What, then, do I do, after the person I'm caring for (my father) dies- just pack up and immediately fly cross country and go back to work? What about dealing with his estate? [more inside]
posted by anonymous on Oct 27, 2014 - 16 answers

How can I address the sexism in my parents' estate planning endeavors?

How can I address the sexism in my parents' estate planning endeavors without seeming like I'm a money-hungry vulture? My parents were born in the 40s and recently they have been working to set up a revocable trust. They have two children, me and my sister. My sister is unmarried and I have two preschool/elementary-aged daughters myself. [more inside]
posted by anonymous on Aug 31, 2014 - 25 answers

Getting our shit at LEAST in a diaper or something

OH HAY it's another prenatal question. Pursuant to getyourshittogether.org, I am trying to put those pesky ducks in a row before August. What kinds of documents, topics, etc. should we include in an estate plan et. al.? And what should we add (e.g. life insurance) to solidify things a bit more in case of Bad Things Happening? [more inside]
posted by Madamina on Feb 18, 2014 - 14 answers

How to prevent someone adding me to their bank and other accounts?

How do I prevent my mother from adding me to her accounts? [more inside]
posted by winna on Aug 30, 2013 - 9 answers

How much should estate planning cost?

What would you expect to pay a lawyer for a suite of estate planning/healthcare documents that are more or less standard forms (i.e., no complicated trusts, just everything going to the other spouse)? I'm in Boston, but data points from comparably priced areas are welcome. Also, are there documents I'm forgetting in the list inside? [more inside]
posted by Admiral Haddock on Mar 28, 2013 - 9 answers

Sick and elderly father is not competent, has crushing debt. Now what?

My father had a profound stroke. He now has severe dementia and delusions. Sibling and I need to get power of attorney and also speak with a lawyer to determine long-term issues and help get rid of his crushing debt. Do I need an elder law attorney or an estate planning attorney, and what else might I need to know? [more inside]
posted by anonymous on Feb 17, 2013 - 8 answers

property to be in the control of your progeny in perpetuity

Here's a little puzzle: you want a piece of property to be in the control of your progeny in perpetuity. You want to be certain that they don't up and sell it, and you especially want to be sure that future spouses don't get their hooks into it and force sale or forfeiture during divorce. How do you set things up to make this happen? [more inside]
posted by Meatbomb on Dec 9, 2012 - 19 answers

What are my options for dealing with a disabled (mentally, physically, emotionally) middle-aged sibling when my elderly parent, currently caring for sibling, is gone?

My elderly father's health is rapidly deteriorating. He's the primary caregiver for my middle-aged brother, who is mentally, emotionally, and physically disabled. My brother doesn't want to go into a nursing home and my dad doesn't want to put him in one against his will. But my dad can't take care of him anymore, and is starting to have trouble caring for himself. Really long special snowflake details inside. [more inside]
posted by kythuen on Nov 13, 2012 - 13 answers

Should one roll EE bonds to a 529 plan or rebuy bonds for future education?

Estate planning and a large set of EE bonds. Should grandpa cash and rebuy bonds for grandson's college or roll them into 529 plan? [more inside]
posted by stormpooper on Apr 21, 2012 - 6 answers

Brought home the bacon but don't know how to cook it.

I need to hire someone to help my mom handle her finances. Would this be an accountant? A lawyer? Something else? [more inside]
posted by elizeh on Feb 6, 2012 - 4 answers

What do I ask the money guy?

I have learned that I will inherit, with my sibling, a good sized estate including a house and some investments and a few trusts. These assets also come, if I want, with a "money guy" who was my parent's money guy. I have met this man and he has helped me with some basic early estate stuff and has indicated he'd like to work with me. I have a meeting with him and my sibling next week and I'd like to make sure I'm prepared and know what to ask him and could use some help generating questions. [more inside]
posted by anonymous on Aug 31, 2011 - 17 answers

Preparing for my grand exit

Can anybody recommend a good estate attorney in San Francisco? We want to set up a will, and we undoubtedly need the whole estate-planning package (power of attorney, living trusts, etc). [more inside]
posted by Quietgal on Apr 28, 2011 - 4 answers

Do we need a Living Trust?

In California, what are the benefits of a Revocable Living Trust and a will? [more inside]
posted by anonymous on Apr 26, 2011 - 4 answers

The Care of Our Child is Left to . . .

What is a reasonable cost for setting up a will? [more inside]
posted by zizzle on Feb 24, 2010 - 23 answers

How to make a will better?

Got any tips for creating a will for new parents? [more inside]
posted by madajb on Aug 18, 2009 - 10 answers

Is NPR practicing moral hazard or am I freerider?

How much money does my local NPR station need to stop all the fundraising drives? [more inside]
posted by clearlynuts on Apr 8, 2008 - 35 answers

Where there's a will, there's an estate lawyer (Toronto recomendations sought)

Estate-lawyer-in-Toronto-filter. We need to make wills. We're just a couple with kids -- not much of an estate nor any complicated plans. (And we're apparently not any good at following through on the plan to write them up ourselves :-) Any lawyer recommendations? We're in South Riverdale if it makes any difference. (Feel free to plug yourself if you are one)
posted by winston on Jun 9, 2007 - 1 answer

How to keep inheritance fair?

Please help me make a proposal to my family about the fate of my parents’ home that is equitable and reasonable and doesn’t make me seem like a greedy jerkface. [more inside]
posted by tristeza on Apr 6, 2007 - 24 answers

Keep saving for that plasma screen or prepare to die?

What is a reasonable cost for the preparation of a will? [more inside]
posted by nanojath on Jun 27, 2006 - 15 answers

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