Asset Protection
What is the “I Love You” Last Will and Testament?
An ‘I Love You Will’ works great as long as everything goes as planned. However, there are three reasons that kind of will may not love you back.
June 19, 2023
Estate Planning
Why Would I Put My Home in a Trust?
When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust.
June 15, 2023
Asset Protection
What are the Consequences of Dying Without a Will?
When you die, a section of law known as estate and probate law governs how your assets are distributed.
June 9, 2023
Asset Protection
Will In-Laws Inherit If I Don’t Have a Will?
When someone passes away, whether unexpectedly or not, it can raise questions about who will inherit what. Specifically, you might be wondering whether in-laws have a right to any of the assets of the deceased person.
June 8, 2023
Advanced Directives
How Does My Annuity Beneficiary Work?
Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.
May 25, 2023
Advanced Directives
What You Need to Know When Making Your Will
While many people think that estate planning is only for the wealthy, experts say that’s not the case.
May 12, 2023
Estate Planning
When Can I Sue an Executor?
The deceased person’s beneficiaries, meanwhile, get to receive assets from the estate. In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.
May 11, 2023
Asset Protection
What Elements are Overlooked in Estate Plans?
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
May 10, 2023
Asset Protection
What Is the Meaning of Step-Up in Basis?
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
May 8, 2023
Asset Protection
Why Is ‘When’ the Big Question in Estate Planning?
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
May 5, 2023