Protecting a Digital Legacy
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.
June 15, 2020
GRAT Assets Included in Taxable Estate
Simultaneously, T&E practitioners are well aware of the primary risk posed by a GRAT; namely, the mortality of a grantor during the GRAT’s term.
June 12, 2020
Watch Brad Wiewel discuss why you need a Will on NBC
In May of 2020, Brad Wiewel was interviewed on NBC Austin affiliate KXAN’s morning show, Studio 512. He discussed why someone needs a Will and
June 11, 2020
When Mom Refuses to Create an Estate Plan
If there’s a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.
June 10, 2020
Brain Diseases
Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced.
June 9, 2020
Giving lets you practice your core values
How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.
June 5, 2020
Transferring your house to your children
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
June 3, 2020
Do Beneficiaries of a Will Get Notified?
In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…
June 2, 2020
Prevent Estate Administration Problems
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.
June 1, 2020
Funding a Special Needs Trust
When parents start the planning process for a child with special needs, they usually work under the perception that if they create a special needs trust (SNT), the child will be taken care of and the needs will be met.
May 29, 2020