August 26, 2022 •
Estate Planning The way in which assets are titled can be vital to your estate plan and asset protection goals.
Read MoreApril 13, 2022 •
Estate Planning When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
Read MoreNovember 18, 2021 •
Estate Planning That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
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 MoreOctober 21, 2020 •
Estate Planning Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
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 MoreSeptember 18, 2020 •
Estate Planning A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreAugust 14, 2020 •
Estate Planning All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
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