October 29, 2020 •
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Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.
Read MoreSeptember 30, 2020 •
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To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreSeptember 10, 2020 •
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Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Read MoreAugust 19, 2020 •
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If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Read MoreJuly 15, 2020 •
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Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
Read MoreJuly 9, 2020 •
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Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.
Read MoreJune 17, 2020 •
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The world exists just as much online, as it does offline. Failing to recognize that when planning for the end of life, can lead to unexpected repercussions for survivors.
Read MoreJune 16, 2020 •
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Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role requires.
Read MoreJune 9, 2020 •
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What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.
Read MoreMay 12, 2020 •
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One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
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