Estate Administration
How Do I Manage a Loved One’s Credit Card Points After They Die?
How exactly do you deal with credit cards and rewards points when someone dies?
March 12, 2021
Advanced Directives
How Do I Disinherit a Child?
When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.
March 10, 2021
Estate Administration
How Much Tax Do You Pay on Inheritance?
The death of a loved one is always a difficult time. The last thing most people want when they’re grieving is to have to deal with the IRS and state tax officials.
March 5, 2021
Estate Administration
Can I Fire the Executor of My Will?
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
February 23, 2021
Estate Administration
Does a Trust Have to Be Funded to Be Valid?
If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.
February 22, 2021
Asset Protection
Can You Answer Key Retirement Questions?
You’re closing in on retirement, but you’re not there yet. Are you on track?
February 19, 2021
Estate Administration
How do I Settle an Estate if I’m Named Executor?
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
February 17, 2021
Estate Administration
What to Do First when Spouse Dies
After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
February 16, 2021
Asset Protection
Is an Irrevocable Trust a Good Idea?
Like a lot of estate planning vehicles, irrevocable trusts work very well for some purposes—particularly for tax avoidance and asset protection—and not so well for other purposes.
February 5, 2021
Advanced Directives
Should I Create Estate Plan Myself?
The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.
February 4, 2021