Will I Owe Taxes on My Life Insurance Benefit?
Life insurance is an essential part of estate planning. When you buy life insurance, it’s important to make sure the policy payout will be enough to take care of your loved ones.
Does Your Inherited House have a Mortgage?
What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage?
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.
What Happens If You Fail 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.
It’s Time to Stop Procrastinating and Have Your Estate Plan Done
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.
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.
Estate Planning for a Second Marriage and Blended Family
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
How Does Probate affect Real Estate Transactions?
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
Protect Your Estate with Five Facts
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.