What Happens If Trust Not Funded
Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
What Debts Must Be Paid after I Die?
If you are concerned about incurring debt after a family member’s death or are worried how your own debt will impact your family, here are some things you should know.
Does My Estate Plan Need an Audit?
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
What’s Involved in the Probate Process?
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Does an Ex-Wife Get Her Former Husband’s Inheritance Because He Died of COVID-19?
My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?
Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?
What Is an Eligible Designated Beneficiary?
What You Need to Know about Drafting Your Will
If you pass away with no will, a state court may decide who gets your assets and — if you have children — who will care for them.
What If Grandma Didn’t Have a Will and Died from COVID-19?
The novel coronavirus pandemic has upended the lives of millions, created a slew of unexpected struggles and, for many, turned nightmares into reality.
How the CARES Act has Changed RMDs for 2020
Here is what you need to know about delaying required withdrawals from a retirement account until 2021.
Elder Abuse Continues as a Billion-dollar Problem
The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but that’s based solely on reported cases of fraud. Other estimates are 10 times that much.