July 26, 2022 •
Estate Planning 
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
Read MoreJuly 13, 2022 •
Estate Planning 
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Read MoreJune 9, 2022 •
Estate Planning 
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Read MoreMay 12, 2022 •
Estate Planning 
Being disinherited or left out of a will is the last thing you want to discover in the wake of losing a loved one. Although it can be very hurtful to not be included, the fact that a person is disinherited does not necessarily indicate foul play.
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The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
Read MoreApril 6, 2022 •
Estate Planning 
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
Read MoreMarch 22, 2022 •
Estate Planning 
Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
Read MoreMarch 11, 2022 •
Estate Planning 
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
Read MoreMarch 10, 2022 •
Estate Planning 
Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
Read MoreMarch 9, 2022 •
Estate Planning 
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
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