Be sure Your Will is Valid
Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).
February 1, 2022
Moving to a New State Impacts Estate Planning
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
January 31, 2022
Is Your Home an Asset or Liability?
Could generations of traditional homeownership wisdom be wrong? Here’s what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
January 27, 2022
Preventing Long-Term Care Abuse
Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
January 26, 2022
The Estate of The Union Episode 13: Collision Course – Family Law & Estate Planning
The Estate of The Union Episode 13: Collision Course – Family Law & Estate Planning is out now! There is a dangerous intersection at the
January 25, 2022
What Assets are in an Estate?
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
January 24, 2022
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Planning items to consider in your 50s
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
January 19, 2022
Estate Planning Documents Everyone Needs
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
January 18, 2022
Consider Using a Corporate Trustee
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
January 17, 2022