May 11, 2021 •
Estate Planning ![]()
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
Read MoreApril 30, 2021 •
Estate Planning ![]()
How can you prepare your children to handle the assets they’ll eventually inherit?
Read MoreApril 27, 2021 •
Estate Planning ![]()
Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.
Read MoreApril 23, 2021 •
Estate Planning 
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.
Read MoreApril 20, 2021 •
Estate Planning ![]()
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
Read MoreApril 19, 2021 •
Estate Planning ![]()
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
Read MoreApril 12, 2021 •
Estate Planning ![]()
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
Read MoreApril 9, 2021 •
Estate Planning ![]()
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
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