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
Asset Protection
Should a Husband and Wife have Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
December 28, 2020
Asset Protection
Advice If You are Named Executor of a Family Estate
After a loved one passes, one of the biggest hurdles that families face, is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
December 26, 2020
Asset Protection
Husband Dies, Does Wife Get His Social Security?
Social Security is a huge source of financial stability for retirees, and married couples, in particular, can benefit dramatically from Social Security.
December 25, 2020
Estate Administration
Do I Really Need a Will?
There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than enough to keep you busy, it’s easy to forget about your will. After all, no one wants to sit around and dwell on their death, but it is perhaps one of the most important decisions you will make in your life.
December 24, 2020
Asset Protection
Is Transferring House to Children a Good Idea?
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
December 23, 2020
Advanced Directives
How Do You Stop Family Fights Over an Inheritance?
After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
December 21, 2020
Asset Protection
Is a Tax Change a Good Time to Check My Will?
Changes in tax laws could be affecting—and outdating—your clients’ wills and bequeathing plans.
December 19, 2020
Asset Protection
The Importance of a Will
There’s much to plan for in life—college, your wedding, your first child, life insurance—and with more than enough to keep you busy, it’s easy to forget about your will.
December 18, 2020
Advanced Directives
Court Chosen Executor if there is no Will?
An essential part of estate planning is selecting someone to represent you after your death in the management of your estate. This personal representative is also known as an executor, or executrix, if you choose a woman as your personal representative.
December 17, 2020