Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
August 6, 2020
Understanding The Role Of An Executor
I have settled my mother’s estate and sent the final accounting paperwork to my three siblings. Two have signed off on the bond paperwork but my one brother is nitpicking the statements, asking for invoices for the lawyer, the CPA, etc. Can I send the other two their share of the inheritance or do I need to wait until everyone signs off?
July 30, 2020
How Do I Protect an Inheritance from Taxes?
Did you receive an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
July 29, 2020
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.
July 13, 2020
Adding Charitable Giving Into An Estate Plan
Charitable giving comes in many forms. Some people donate annually to their favorite charities, while others may volunteer their time or professional services.
July 9, 2020
How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.
June 30, 2020
What is a Survivorship Period?
Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.
May 18, 2020
Digital Assets Need to Be Protected
The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.
May 13, 2020
Need a Will or a Trust or Both?
One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
May 11, 2020
Distributing Inherited Assets in Many Accounts
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
May 6, 2020