Posts Categorized: Special Estate Planning Issues

It is rare that a financial institution will cash U.S. Savings bonds, at least in the Mahoning Valley. Once again, I have a client who is the attorney-in-fact for a person who is very likely legally incompetent, and my client wants to cash in bonds on behalf of the incompetent person. According to the instructions… Read more »

Before You Get Married for the Second Time, You Ought to Think About…. It still surprises me that many people spend no time considering property issues before they get married for the second time. Clients in second marriages come to have new Wills drawn. Each partner comes with his/her own idea about how assets should… Read more »