If I Buy a House, Should I have an Estate Plan?
June 29, 2021
Buying a home is one of the most common triggers for creating an estate plan.
What to Leave In, What to Leave Out with Retirement Assets
June 28, 2021
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
Tell Me again Why Estate Planning Is So Important
June 18, 2021
We all have heard about family conflict stories. Someday, someone with the capital dies, and there is a war among family members.
Can Family Members Contest a Will?
June 15, 2021
The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
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?
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 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.
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.