Asset Protection
Your Will and Estate Planning Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
June 22, 2021
Asset Protection
What Do I Need to Know about Estate Planning?
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
June 21, 2021
Estate Planning
Do Stepchildren Inherit?
My spouse passed. I have stepchildren who want a percentage of the profits from selling our house. What are they legally entitled to with no will?
June 18, 2021
Estate Administration
What Does the Executor Do?
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
June 17, 2021
Estate Planning
When Should Children Receive an Inheritance?
Is it better to help your children when you’re still alive? Or wait until after you die?
June 14, 2021
Asset Protection
How to Prevent Fighting over New Kids on the Block CDs?
When it comes to estate planning and deciding who gets what, most people concern themselves, understandably, with big-ticket items: investment accounts, real estate, business interests, etc. In doing so, it’s easy to overlook personal possessions, the seemingly mundane items that are part of daily life.
June 11, 2021
Estate Planning
What Is the Main Purpose of a Trust?
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
June 8, 2021
Charitable Planning
Prince Philip’s Death and the Importance of End-of-Life Planning
While memorials and tributes continue to pour in, one thing is clear: Prince Philip had clearly defined wishes regarding how he wished to pass, as well as his funeral plan.
May 28, 2021
Asset Protection
I am Concerned That My Son-in-Law will get My Estate
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 27, 2021
Asset Protection
A Trust can Protect Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 24, 2021