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Non-probate assets are those assets which do not go into an estate when the owner dies.
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
What happens when all of a corpse’s money is in his cold wallet?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
If you really want to help your heirs out, these are some of the best assets to leave them.
The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
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Gilbert, AZ 85296
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