What are the Estate Planning Basics?
It’s never too early to start working on how your things will be handled, once you pass away.
National Grandparent’s Day
Today is National Grandparents Day. Though not a federal holiday it is a national one and was signed into law in 1978 by President Jimmy Carter as a day to […]
Preparing Children for Inheritances in the Future
By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s time to receive the wealth you’ve accrued.
What Does My Estate Plan Look Like after Divorce?
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
When Can an Executor Start Paying the Heirs of an Estate?
I have settled my mother’s estate and sent the final accounting paperwork to my three siblings. Two have signed off on the bond paperwork but my one brother is nitpicking the statements, asking for invoices for the lawyer, the CPA, etc. Can I send the other two their share of the inheritance or do I need to wait until everyone signs off?
Are People Avoiding Estate Planning in the Pandemic?
We found that Covid-19 had a significant impact on Americans’ sense of personal readiness, with 65% saying that coronavirus made them realize the importance of sharing important information with family. Around the same amount of people (64%) noted that planning for the future was more important than ever and half (50%) said the pandemic made them realize how unprepared they were for a serious emergency.
Happy Labor Day
We all know that Labor Day is the first Monday in September. It brings to mind a long weekend of picnics and cookouts, the start of the fall season and […]
Creating a Trust is Not Enough – That Last Step: Trust Funding
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
How Do I Make Sure My Wife Gets the House When I Die?
I am currently married but I purchased a home from my mother before my marriage. I added my younger sister to the deed at the time of purchase, so the house would remain in the family if something happened to me. I have been paying the mortgage and bills myself for three years now. However, now that I’m married to a great woman, who would get the house when I die?
