New Episode of The Estate of The Union Podcast!
The new episode of The Estate of The Union podcast is out now. In Episode 5 Brad Wiewel is joined by attorney Ann Lumley, Director
July 9, 2021
A Trust is an Option when Children are Minors
Do I need a trust in case something happens to me?
July 8, 2021
Avoid these common Estate Planning Scams
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
July 6, 2021
Planning is Critical for Unmarried Couples
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
June 29, 2021
Handwritten Will can be a Serious Mistake
A holographic will is a will handwritten by the testator (the maker of a will). Holographic wills are recognized in about half of the states in the United States.
June 16, 2021
Do You Have to Probate an Estate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
June 7, 2021
It is not Wise to Leave your IRA to your Estate
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
March 25, 2021
Creating a Letter of Last Instruction
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
January 26, 2021
November 20, 2020
How Do I Keep Money in the Family?
If you’re single and die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in estate taxes.
October 26, 2020