May 13, 2021 •
Estate Planning You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
Read MoreApril 27, 2021 •
Estate Planning Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.
Read MoreApril 20, 2021 •
Estate Planning Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
Read MoreApril 6, 2021 •
Estate Planning Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Read MoreMarch 26, 2021 •
Estate Planning Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Read MoreMarch 25, 2021 •
Estate Planning When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
Read MoreMarch 18, 2021 •
Estate Planning If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Read MoreMarch 8, 2021 •
Estate Planning I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
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