How Blended Families Can Address Finances and Inheritance Issues
When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress.
Who Should I Name as Trustee of My Trust?
Having a trust is just one important piece of the puzzle, when planning for your financial legacy. Another piece: your trustee.
What Does an Executor Actually Do?
One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.
Not Having a Will Should Scare You
Your will is one of the most important documents you will ever sign. However, to think that over 70% of people don’t even have a will is, indeed, quite frightening.
Blended Families Need More Thoughtful Estate Plans
When the first spouse dies, the surviving spouse may not remain as close with his or her stepchildren. Small irritations which were overlooked during the lifetime of the spouse who died, may become outright disputes.
Like Going to the Dentist, Get Your Estate Plan Ready
However, if you get no further than scribbling notes or thinking about which lawyer to hire, you risk dying “intestate”—without a will that could guide your loved ones, head off family feuds and potentially save your family thousands of dollars.
Can I Protect My Daughter’s Inheritance from Her Loser Husband?
My daughter is getting married soon. What can I do to protect her inheritance after my death?
How Can I Make Amendments to an Estate Plan?
Updating one’s estate planning documents involves changes to one’s trust, will and/or designation of death beneficiaries, as relevant. To be effective, such updates must be done correctly.
Who Should I Choose as My Trustee?
One of the most important decisions you face when creating a trust, is the choosing of the right trustee.
Joint Tenancy With Children Creates Problems for Parents
As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common approach is for aging parents to put one or more of their children on their investment accounts, bank accounts and real property.