Things that should Never Belong in Your Will
Writing a will is not as simple as just slapping together a list of desires. However, there are some things you should not put in your will.
August 8, 2023
Consider these Overlooked Elements in your Planning
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
April 26, 2023
Include your Memorabilia in your Estate Planning
Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?
March 20, 2023
Consider placing your Home in a Property Trust
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
March 7, 2023
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
Estate planning is vital for Unmarried Couples
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
July 19, 2022
June 1, 2022
Safeguard your Inheritance from Divorce
Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
May 9, 2022
Debt doesn’t Disappear when Someone Dies
Adult children typically don’t have to pay their parents’ bills. However, there are exceptions. Even when a child doesn’t have to pay directly, debt could reduce what they inherit.
March 4, 2022