How to Simplify Estate Planning
June 8, 2021
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
Can a Daughter Help Parents by Buying Home?
June 7, 2021
I am one of three daughters who will inherit our home when our parents pass away. They have a mortgage on the home and some credit card debt. Would it be wise for us to purchase their home before their death, so their mortgage debt is paid off?
Does My State have Inheritance Tax?
June 3, 2021
If you live in California, you likely know it is one of the highest-taxed states when it comes to income taxes. However, there is some good news for those worried about estate taxes. California is part of the 38 states that don’t impose their own estate tax.
Should Parent Transfer House to Kid?
May 18, 2021
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
What Is the Purpose of an Estate Plan?
May 17, 2021
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
What Emergency Documents Do I Need in Pandemic?
May 7, 2021
What Emergency Documents Should I Have?
Should Young Families have an Estate Plan?
May 4, 2021
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
What Happens when Homeowner Dies without Will?
April 30, 2021
How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?
Should I Discuss Estate Planning with My Children?
April 27, 2021
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
What Does ‘Per Stirpes’ in a Will Mean?
April 21, 2021
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.