2 11, 2017

What To Do When a Loved One Passes Away

2018-02-02T22:10:32-05:00November 2nd, 2017|

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention. It can be difficult enough for [...]

11 07, 2017

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

2019-06-02T05:58:16-04:00July 11th, 2017|

Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this [...]

17 01, 2017

Got Stuff? George Carlin Says You Need An Estate Plan!

2018-02-02T22:10:43-05:00January 17th, 2017|

George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff. We move it around with us, it's hard for some [...]

16 12, 2016

How to Pass Your Home to Your Children Tax-Free

2018-02-02T22:10:43-05:00December 16th, 2016|

Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs.  Leave the house in your will  The simplest way [...]

5 02, 2016

Big Bang Theory Star’s “Ironclad” Prenup Challenged: How Does Yours Compare?

2017-10-13T13:47:16-04:00February 5th, 2016|

The Big Bang Theory actress Kaley Cuoco is one of the highest paid actresses on television. She earns one million dollars per episode and has a net worth of $44 million. Before she married tennis star Ryan Sweeting in 2013, [...]

1 09, 2015

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

2018-02-02T22:10:49-05:00September 1st, 2015|

Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces [...]

1 11, 2014

An Estate Planning Checklist to Facilitate Wealth Transfer

2018-02-02T22:10:53-05:00November 1st, 2014|

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming one of these statistics. You need to educate and [...]

1 09, 2014

If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?

2018-02-02T22:10:53-05:00September 1st, 2014|

If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your entire estate. Not so fast. Who will inherit your estate depends on several different factors: 1. [...]