Estate Planning Is Best When Personalized
When something is tailored to one’s needs, everything can go smoother.
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.
The Importance of a Will
There’s much to plan for in life—college, your wedding, your first child, life insurance—and with more than enough to keep you busy, it’s easy to forget about your will.
Can You Distribute Unequal Amounts in an Estate Plan?
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Consider Funding a Trust with Life Insurance
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
The Wrong Power of Attorney Could Lead to a Bad Outcome
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Prince’s Estate Hits the IRS with a Million Dollar Lawsuit
Prince’s sudden death in 2016 triggered numerous court proceedings. First, probate documents had to be filed in court because Prince died without a will.
Act Quickly to Protect an Estate After the Death of a Loved One
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
What Must Be Done when a Loved One Dies?
It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can’t afford to put that off.