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Family Heirlooms Equals Estate Battles

August 30, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
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Need a Revocable Trust?

August 29, 2023
One of the most common misconceptions about a last will and testament is that having a will avoids the need for probate court.
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When's a Child Not A Descendant?

August 28, 2023
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such as your ‘children,’ ‘issue’ or your ‘descendants.’
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Is Life Insurance Taxable?

August 25, 2023
While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.
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Did He Have a Will?

August 24, 2023
Estate planning is a crucial aspect of financial management, ensuring that an individual’s assets are distributed according to their wishes after their passing. One key document in estate planning is a “last will and testament,” commonly known as a will.
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Intentionally Defective Grantor Trusts?

August 23, 2023
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
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Transferring Property to Heirs Correctly

August 22, 2023
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
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Power of Attorney in Estate Planning

August 21, 2023
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
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Feinstein Suing Late Husband's Estate?

August 18, 2023
Senator Dianne Feinstein has sued her late husband's estate after she claimed trustees denied funds she requested to cover her "significant" medical bills, RadarOnline.com has learned.
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Irrevocable Funeral Trust?

August 17, 2023
An irrevocable funeral trust is a way of setting money aside to pay for your funeral and burial expenses.
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