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.
Estate Planning Is Best When Personalized
When something is tailored to one’s needs, everything can go smoother.
Happy Presidents’ Day!
Presidents’ Day is a federal holiday celebrated on the third Monday in February; Presidents’ Day 2021 will occur on Monday, February 15. Originally established in 1885 in recognition of President […]
Happy Valentine’s Day!
How Can Blended Families Use Estate Planning to Protect All of the Siblings?
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
Happy Lunar New Year!!
Gong Hei Fat Choy and Chúc mừng năm mới! Lunar New Year brings in the new year based on the Chinese lunar calendar. It is the one of the most […]
Will I Get A Bill as My Inheritance?
Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.
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.
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.
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.
