August 6, 2021 •
Estate Planning ![]()
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
Read MoreAugust 5, 2021 •
Estate Planning ![]()
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
Read MoreAugust 3, 2021 •
Estate Planning ![]()
The death of a family member or loved one is a tragic experience for many. While grieving, it is especially stressful because of the funeral planning and estate planning the immediate family will have to take care of.
Read MoreAugust 2, 2021 •
Estate Planning ![]()
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
Read MoreJuly 31, 2021 •
Estate Planning 
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Read MoreJuly 28, 2021 •
Estate Planning ![]()
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
Read MoreJuly 13, 2021 •
Estate Planning ![]()
My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?
Read MoreJuly 12, 2021 •
Estate Planning ![]()
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
Read MoreJuly 9, 2021 •
Estate Planning ![]()
My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?
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