The Estate of The Union Season 2|Episode 5 is out now!
The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,
January 12, 2023
Digital Assets need to be Included in Planning
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
January 11, 2023
A Joint and Survivor Annuity is an Option
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 10, 2023
Preparing an Estate Inventory is Critical
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 9, 2023
Proper Asset Protection Can Avoid a Receiver
One of the tools used by creditors to defeat sophisticated asset protection plans is the receiver.
January 5, 2023
Avoid Leaving Residual Assets Behind
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
January 4, 2023
Benefits and Drawbacks of Family Limited Partnerships
You don’t have to be ultra-wealthy for a family limited partnership to make sense.
January 3, 2023
A Durable Power of Attorney is Essential
Without a power of attorney, your spouse, children or friends will probably have to petition the court to step in on your behalf.
December 29, 2022
Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022
Estate Planning is a Personal Process
You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?
December 27, 2022