Estate Administration Details that TV and Movies Get Wrong
While television and movies provide great entertainment, the embellishments in them can lead to misconceptions about estate administration.
What If Assets are Distributed and there Are Still Debts?
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
What Should I Know about Conservatorships in California?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
How Should I Handle an Inheritance?
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
Do I Need More than a Will?
You should be aware of what a will can’t or shouldn’t do.
How Do I Plan with a Special Needs Child?
For parents who have a child with special needs, planning for their loved one’s life after they themselves are gone can be overwhelming. Breaking the process down into manageable parts and working with specialized professionals and companies can help.
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.
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.