Situations That Might Prompt a Post-Nup
While couples might sign a prenuptial agreement before they’re married and a “post-nup” after, it’s more than just the timing that differentiates these arrangements, experts say.
December 19, 2022
Prenup is a Useful Tool in Estate Planning
A prenuptial agreement can save you a lot of money and time should your marriage end. Often called a prenup, this document lays out how your assets and debts will be distributed should your marriage end.
November 30, 2022
The Estate of The Union Season 2 Episode 3 is out now!
The Estate of The Union Season 2, Episode 3 – Mis-Titled Assets Can Wreck Your Planning is out now! Almost everyone thinks that once they have
September 30, 2022
How to Separate Business and Marital Assets
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
August 29, 2022
Managing Finances in a Blended Family
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
July 21, 2022
How Divorcing over Fifty effects Estate Planning
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
May 23, 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
Addressing Financial Issues in a Remarriage
You may want to consider some financial issues before walking down the aisle again.
April 7, 2022
Trusts are Best for Gifting to Minors
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
April 6, 2022
A Second Marriage can complicate Estate Planning
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
March 29, 2022