What are an Attorney’s Obligations after You Die?
Attorney-client privilege requires that attorneys keep confidential and refrain from sharing all secrets and other confidences of clients.
October 28, 2020
How Important Is Avoiding Probate?
Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.
October 27, 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
Your Estate Plan May Need an Audit
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
October 22, 2020
Understanding How Trustee Fees Work
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
October 9, 2020
Do I Have to Accept an Inheritance?
No one has to accept inherited assets. Inherited assets can be disclaimed.
October 1, 2020
How 401(K) Beneficiaries Work
To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.
September 28, 2020
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
September 25, 2020
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
September 23, 2020
How Do I Handle My Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 18, 2020