October 15, 2020 •
Estate Planning ![]()
In tough economic times, people are sometimes left scrambling for cash to meet everyday expenses and lifestyle demands. Your life insurance policy is a possible source of funds – but should you tap into it?
Read MoreOctober 14, 2020 •
Estate Planning ![]()
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Read MoreOctober 13, 2020 •
Estate Planning ![]()
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Read MoreOctober 12, 2020 •
Estate Planning ![]()
September is the most common birth month of the year. It's also a good time for new parents to think about the financial side of their parental responsibilities.
Read MoreOctober 9, 2020 •
Estate Planning ![]()
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Read MoreOctober 8, 2020 •
Estate Planning ![]()
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Read MoreOctober 7, 2020 •
Estate Planning ![]()
The availability of long-term care insurance policies is continuing to decline, even as the need for such care is growing, an interagency task force led by the Treasury Department has said.
Read MoreOctober 6, 2020 •
Estate Planning ![]()
Unfortunately, due to hidden resentments, siblings still tend to end up in court suing each other and losing great chunks of their inheritance in the process all too frequently.
Read MoreOctober 5, 2020 •
Estate Planning ![]()
Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that's used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse's death.
Read MoreOctober 2, 2020 •
Estate Planning ![]()
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
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