How Can I Upgrade My Estate Plan?
Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. However, it’s not just freewheeling entertainers.
How to Begin Talking About Estate Plans
Few families, of course, enjoy talking about money. Introduce the idea of estate plans and inheritance—who gets what and why—and conversations often never get off the ground.
What the Movie “Knives Out” Teaches Us About Estate Planning
One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their father’s estate to hear the reading of the will.
Is it a Good Idea to Put My Home in a Dynasty Trust?
They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?
Tips on Owning Property with Someone Other than Your Spouse
It’s very common for spouses to title property they own together as ‘joint with right of survivorship.’ When one passes, the other owns the property outright. It’s simple, easy and automatic. However, it can get messy when the other joint owner isn’t your spouse.
Estate Planning Tips for Couples without Children?
If you and your spouse are child-free, you may think you don’t need to think about comprehensive estate planning—but you’d be wrong. You’ll still want to ensure your assets go where you’d like them to after you’re gone, rather than being divvied up by the state.
What Happens When You Inherit a Home?
Understanding what happens when you inherit a house, as well as addressing the tough financial and emotional decisions on what to do with the home, can be intimidating.
What To Do If A Beneficiary Dies Before Receiving An Inheritance?
The death of a beneficiary scenario can arise in settling either a probate estate or a trust administration. The beneficiary’s death affects both the administration of the first decedent’s probate estate or trust and the administration of the beneficiary’s own estate.