Estate Planning
January 19, 2022
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Asset Protection
TOD and POD Accounts: What’s the Difference?
A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.
January 14, 2022
Estate Administration
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
January 5, 2022
Asset Protection
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
January 4, 2022
Asset Protection
Does a Trust Protect You From a Lawsuit?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 31, 2021
Estate Planning
What to Do with an Inherited IRA?
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
December 30, 2021
Advanced Directives
Estate Planning is Really That Important
Over 50% of our adult population (120 million adults) neither have nor realize the significance of having an up-to-date estate plan to protect themselves and their family’s assets. Mountain Times’ recent article entitled “Do you need an estate plan?” explains that estate and gift planning is a process that can protect you and your family.…
December 21, 2021
Advanced Directives
Who Pays Mortgage When I Pass Away?
One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.
December 17, 2021
Asset Protection
What Can We Learn from Painter Bob Ross’ Business Succession and Estate Planning?
The new, buzzy Netflix documentary on the late, beloved, iconic public broadcasting TV host, painter Bob Ross—“Bob Ross: Happy Accidents, Betrayal and Greed”—documents how the artist’s son, Steve, now 55, was allegedly robbed of his late father’s inheritance by the artist’s business partners.
December 15, 2021
Asset Protection
Can I Protect Savings for My Family From Tax Law Changes?
Under the new Biden administration, the president has made his intentions clear about the potential to change the tax code.
December 7, 2021