September 15, 2020 •
Estate Planning ![]()
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
Read MoreAugust 17, 2020 •
Estate Planning ![]()
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 14, 2020 •
Estate Planning ![]()
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
Read MoreAugust 7, 2020 •
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Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
Read MoreAugust 6, 2020 •
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It's never too early to start working on how your things will be handled, once you pass away.
Read MoreAugust 3, 2020 •
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Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.
Read MoreJuly 27, 2020 •
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Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
Read MoreJuly 22, 2020 •
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Kenny Rogers didn’t write a lot of his greatest hits. His heirs get a little cash, when any of his recordings are played or purchased online, but that’s just a trickle of income.
Read MoreJuly 8, 2020 •
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More and more often, estate beneficiaries are retaining their own attorneys to make sure that the executor properly administers the estate.
Read MoreJuly 1, 2020 •
Estate Planning ![]()
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
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