Can Grandchildren Receive Inheritances?
March 23, 2022
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Can I Split My Inheritance with My Sibling?
March 22, 2022
In order to give your brother half of the assets in the IRA, you will have to liquidate a portion of the account and pay the taxes on the liquidated amount if it’s a traditional IRA.
What Can’t I Forget in My Will Now that I’m 50?
March 3, 2022
Without a will, decisions made about your property and assets will be handed over to local courts, which can make an already challenging time even harder for your loved ones.
How Do You Pass Down a Vacation Home?
March 1, 2022
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
Why are Siblings Battling over Mom’s Estate?
February 15, 2022
A 14-year-long legal fight among five siblings over a Queens woman’s estate has gotten so nasty that it landed two elderly sisters in jail, and now one of them may lose her home.
Storing Passwords in Case of Death
February 8, 2022
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
When Do I Need to Review Will?
February 3, 2022
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
How Do I Write a Will?
February 1, 2022
Most people should have a will, but it’s rarely the most significant estate planning document an individual holds.
What Power Does an Executor Have?
January 27, 2022
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
How Should I Plan to Sell My Business?
January 26, 2022
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.