July 22, 2020 •
Estate Planning Kenny Rogers didn’t write a lot of his greatest hits. His heirs get a little cash, when any of his recordings are played or purchased online, but that’s just a trickle of income.
Read MoreJuly 20, 2020 •
Estate Planning Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.
Read MoreJuly 17, 2020 •
Estate Planning One of the biggest challenges for anyone administering an estate is how to distribute what are called its tangible items. Unlike other property which can be easily sold, turned into cash and divided equally, tangible property is unique and often can't be equally split. Its value also often can't be measured by what it could be sold for. A family photo album may have no monetary value, for instance, but great sentimental significance.
Read MoreJuly 13, 2020 •
Estate Planning You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.
Read MoreJuly 2, 2020 •
Estate Planning If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.
Read MoreJuly 1, 2020 •
Estate Planning Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
Read MoreJune 24, 2020 •
Estate Planning Vanessa Bryant has filed legal docs to protect all of her children. She is asking a judge to amend Kobe's trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.
Read MoreJune 22, 2020 •
Estate Planning In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
Read MoreJune 19, 2020 •
Estate Planning The in-court fights between Hawkeye actor Jeremy Renner and his ex-wife Sonni Pacheco have not slowed, despite current world events.
Read MoreJune 18, 2020 •
Estate Planning When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’
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