June 30, 2022 •
Estate Planning 
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
Read MoreMay 10, 2022 •
Estate Planning 
Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
Read MoreApril 29, 2022 •
Estate Planning 
You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?
Read MoreMarch 10, 2022 •
Estate Planning 
Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
Read MoreJanuary 25, 2022 •
Estate Planning 
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Read MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreApril 16, 2021 •
Estate Planning ![]()
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
Read MoreMarch 26, 2021 •
Estate Planning ![]()
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Read MoreJanuary 19, 2021 •
Estate Planning ![]()
Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.
Read MoreDecember 14, 2020 •
Estate Planning ![]()
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
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