Advanced Directives
Is It Better to Inherit Stock or Cash?
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
January 25, 2022
Advanced Directives
How Do You Split an Estate in a Blended Family?
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
January 21, 2022
Asset Protection
How Do You Gift Your House to Your Children during Your Lifetime?
There are many ways to pass property on to children, including gifting the family home to them while you are still alive, bequeathing it to the children upon your passing, or selling the residence to your heirs.
January 13, 2022
Asset Protection
Prince Philip’s Will: Are Royals Different than Regular People?
Should the Royal family be an exception to the normal laws governing probate?
January 10, 2022
Asset Protection
Do I Have to Pay Off Debts after a Spouse Dies?
Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.
January 6, 2022
Estate Administration
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
January 5, 2022
Asset Protection
How Do I Prepare a Digital Estate Plan?
However, in a world where more and more of our personal information is stored online, it’s also imperative to make a digital estate plan, so your loved ones can access your digital property.
December 29, 2021
Advanced Directives
How Does a Will Work after Death?
Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. Of the three essential estate planning documents, the will is the only document that is used after death.
December 23, 2021
Advanced Directives
Who Pays Mortgage When I Pass Away?
One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.
December 17, 2021
Asset Protection
What Can We Learn from Painter Bob Ross’ Business Succession and Estate Planning?
The new, buzzy Netflix documentary on the late, beloved, iconic public broadcasting TV host, painter Bob Ross—“Bob Ross: Happy Accidents, Betrayal and Greed”—documents how the artist’s son, Steve, now 55, was allegedly robbed of his late father’s inheritance by the artist’s business partners.
December 15, 2021