Am I Named in a Will? How Would I Know?
February 10, 2021
How can we see if there was a will and if it’s worth pursuing?
Some States Have No Estate or Inheritance Taxes
February 9, 2021
As states address budget woes due to the pandemic, one place they may turn to for revenue as they have in past economic crises is death taxes.
Can Mom Live in the Backyard?
February 5, 2021
A tiny home in retirement could be a more-affordable way to downsize and still be close to family.
Do I Assume My Parents’ Timeshare when They Die?
February 3, 2021
Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?
What Estate Planning Documents Should I Have when I Retire?
February 2, 2021
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
Estate of Charles Schulz Still Making Money
January 29, 2021
Is there a person on the planet who doesn’t love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz’s estate $32.5 million over the last year, two decades since his death due to cancer.
How Does a Trust Work for a Farm Family?
January 28, 2021
The trust is a very useful and flexible tool for estate planning, yet it is probably the most underused estate management technique. A trust is an artificial entity, something like a corporation, created by a document or instrument.
States with Most Affordable Long-Term Care?
January 27, 2021
There are currently 73 million baby boomers in the U.S., and by the end of the coming decade, all of them will have turned 65, according to the U.S. Census Bureau.
Who Makes Money from Charlie and the Chocolate Factory?
January 21, 2021
Roald Dahl has written dozens of childhood classics, from the newly remade The Witches, to The BFG and Charlie and the Chocolate Factory. Roald is now the subject of a new drama on Sky titled Roald & Beatrix: The Tail of The Curious Mouse, which imagines the authors meeting.
How Do You Keep Inheritance Money Separate?
January 19, 2021
Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.