October 13, 2021 •
Estate Planning ![]()
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Read MoreOctober 1, 2021 •
Estate Planning ![]()
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Read MoreSeptember 14, 2021 •
Estate Planning ![]()
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
Read MoreSeptember 2, 2021 •
Estate Planning ![]()
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
Read MoreAugust 26, 2021 •
Estate Planning ![]()
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
Read MoreAugust 13, 2021 •
Estate Planning ![]()
Trust funds are not just for the ultra-rich. These sophisticated estate-planning tools can make just as much sense for middle-class Americans who own a home and have a net worth of at least $100,000.
Read MoreAugust 12, 2021 •
Estate Planning ![]()
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
Read MoreAugust 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 MoreJuly 16, 2021 •
Estate Planning ![]()
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Read MoreJuly 14, 2021 •
Estate Planning ![]()
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
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