In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
The death care industry — yep, it’s got its own industry moniker — is an estimated $20 billion business. Service Corporation International, a publicly traded company that operates 1,475 funeral homes and 483 cemeteries in 44 states, pulled in more than $3.2 billion in revenue in the past 12 months.
In the second part of our video series, Brad Wiewel discussed his new book, Surviving Texas Probate, on KXAN. Brad and host Rosie Newberry talked
The world exists just as much online, as it does offline. Failing to recognize that when planning for the end of life, can lead to unexpected repercussions for survivors.
If your will was signed before 2013 and you have a so-called by-pass estate tax saving trust that is no longer necessary, you really should update and simplify your will.
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
Utilization of a testamentary trust for the surviving spouse is an excellent idea, whether the survivor is the husband or wife.
