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?
Coronavirus Makes Estate and Tax Planning an Urgent Task
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
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.
Do I Need an Estate Plan with a New Child in the Family?
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Preparing for an Emergency Includes Power of Attorney
If you experienced a temporary illness or needed someone to quickly step in to pay your bills, would your finances be organized enough for them to handle?
Why Is Estate Planning more Complicated with a ‘Gray Divorce’?
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
Is Life Insurance a Good Idea for My Estate Plan?
Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
Does My Mom Have to Pay My Dad’s Credit Card Debt after He Dies?
My father recently passed away and we discovered he had a large credit card debt on a card in his name. My mother wasn’t aware of it. All assets are in both of their names. Is my mother liable for the credit card debt?