Disinheriting A Child As An Heir
What happens when a decedent’s will or trust does not provide for a decedent’s child?
September 29, 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
Life Changes Mean Changes For Your Estate
Second honeymoons are definitely romantic. A third is even more so, unless maybe if each was with a different person. Nothing wrong with that, but it is a game-changer. The will or agreement you wrote 20 years ago, which maybe you have misplaced or forgotten, may not reflect your current thinking — or soulmate.
September 24, 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
What Is Involved with Serving as an Executor?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
September 17, 2020
What Happens If You Don’t Fund Your Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
September 3, 2020
What Is a Testamentary Trust?
One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death.
September 2, 2020
Planning An Estate After A Divorce
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
August 19, 2020