How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 12, 2020
Blog Articles
Estate Planning
Cat Is Fighting for Her Inheritance?
The fortunate cat has starred in magazine spreads, had makeup lines named in her honor and is the inspiration for the novelty novel Choupette: The Private Life of a High-Flying Fashion Cat.
August 6, 2020
Estate Planning
How Do I Protect an Inheritance from the Tax Man?
Did you receive an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
July 31, 2020
Estate Planning
Can Kobe Bryant’s Widow Amend Trust?
Vanessa Bryant has filed legal docs to protect all of her children. She is asking a judge to amend Kobe’s trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.
July 1, 2020
Estate Planning
Relocating for Retirement, Family … or Taxes?
Does your ability to pass on your wealth to your heirs depend on where you live … and die? Indeed, it does.
June 4, 2020
Asset Protection
Handing Kids Keys to Your Home Is Never Good Estate Planning
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
June 3, 2020
Asset Protection
What are Walt Disney’s Heirs Worth?
The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century ago. What began as a cartoon studio is now a media powerhouse, complete with amusement parks and properties.
April 27, 2020
Asset Protection
Coronavirus News Should Make You Think about Estate Planning
Nobody likes to think about their own mortality, and that’s why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
April 21, 2020
Asset Protection
What’s the Best Way to Provide for My Family when I’m Gone?
Estate planning involves making a plan for the transfer of your property upon your death or incapacity. Your estate is all of the property you own, which can include cash, jewelry, cars, houses, clothes, land, retirement, investments and savings accounts. The goals of estate planning are to make sure most of your estate is transferred to your beneficiaries, you pay minimal taxes on the estate and children are assigned guardianship.
April 6, 2020
401(k)
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?
March 3, 2020
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