How to Use Joint Accounts and Beneficiary Designations
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
Trusts Make Sense Even When You Aren’t a Billionaire
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Can You Afford a $450 Loss Every Month with Your Social Security?
Social Security can be a confusing topic but considering that 88% of workers expect to depend on their benefits at least somewhat in retirement, according to a survey from Gallup, it's important to understand as much as possible to maximize your monthly checks.
Zappos CEO had No Will and That Is a Mistake
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
What are the Biggest Mistakes Women make with Social Security?
Women face unique challenges when planning for retirement and making these mistakes can result in a skimpier retirement.
Do You Know Your Job as Executor, Agent or Trustee?
Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.
Should a Husband and Wife have Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
How Does Probate affect Real Estate Transactions?
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
How Do You Stop Family Fights Over an Inheritance?
After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
Britney Spears’ Conservatorship Battle with Father Continues
James Spears has been her co-conservator since 2008, when the singer suffered a very public breakdown.