How to Help When It's Not Your Money
The Washington Post's Color of Money Book Club introduces the series of informational booklets published by the Consumer Financial Protection Bureau to assist fiduciaries in managing money for another. There are four, for the assistance of trustees, court-appointed conservators, agents under a power of attorney, and representative payees / VA fiduciaries.
The Social Security Administration's guide to the medical conditions that permit a disabled person to quickly qualify for SSDI benefits. Provides links to the full list of diagnoses and contact for the Compassionate Allowances Team.
The Underwriting Library
published by First American Title Insurance Company
An online compilation of forms, rates, standards and guidelines, etc. for real estate title insurance.
Discussing Death over Dinner
Discussing a new organization and its website, which is aimed at encouraging frank talk about death - and life. Somewhat like the Conversation Project, also briefly mentioned in the article, but with a twist.
From Bloomberg: The IRS is coming for your Venmo income. The IRS is reported to have imposed a new requirement for Form 1099-K, on which a...
The Lion Cub deed is an elusive creature. It is fleetingly mentioned on the web sites of some Michigan estate planning and real estate attor...
We recently posted our commentary on the use of a so-called “lion cub” deed, noting that two or more people who are granted ownership of re...
We have previously noted* on these pages that an important part of succession planning is gathering your key information such as account num...