Asset Protection
Ex-Girlfriend Could Own Your Family Home
My friend prepared his will and specified that his house would go to his girlfriend. She had contributed money to the upkeep, while they were together.
January 15, 2021
Asset Protection
How to Use Joint Accounts and Beneficiary Designations
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
January 14, 2021
Asset Protection
Trusts Make Sense Even When You Aren’t a Billionaire
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
January 13, 2021
Estate Administration
Will a New NFL Policy Impact the Late Broncos Owner’s Estate Planning?
In a massive turn of events, the Denver Broncos may finally get a resolution to the fiasco that is the team’s ownership situation; only it may not come in the way that it was originally planned.
January 11, 2021
Asset Protection
What Happens to Credit Card Debt when Someone Dies?
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take years to get out of debt. However, what happens to your credit card debt, if you die before you’ve repaid it?
January 8, 2021
Asset Protection
What Should I Know about a Living Trust?
A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.
January 6, 2021
Advanced Directives
What are the Basic Estate Planning Documents?
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
January 5, 2021
Estate Administration
Do You Know Your Job as Executor, Agent or Trustee?
Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.
January 2, 2021
Asset Protection
Failure to Submit a Change of Beneficiary Form?
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
December 31, 2020
Asset Protection
Is Probate Required If There Is a Surviving Spouse?
A common misconception is that you do not have to probate a will when your spouse dies.
December 29, 2020