September 13, 2021 •
Estate Planning The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
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 25, 2021 •
Estate Planning Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
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 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 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 26, 2021 •
Estate Planning Should I terminate these trusts and just have my children as beneficiaries of my investment accounts and life insurance?
Read MoreJuly 5, 2021 •
Estate Planning It may seem like a grim way to spend your free time, but planning your estate when you are young can actually give you the peace of mind you will need to enjoy your golden years in the future.
Read MoreJune 7, 2021 •
Estate Planning Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
Read MoreMay 12, 2021 •
Estate Planning While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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