2 11, 2017

What To Do When a Loved One Passes Away

2018-02-02T22:10:32-04:00November 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 [...]

1 08, 2017

The Perils of Joint Property

2018-02-02T22:10:37-04:00August 1st, 2017|

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property [...]

17 01, 2017

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

2018-02-02T22:10:43-04:00January 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

2018-02-02T22:10:43-04:00December 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.

2018-02-02T22:10:49-04:00September 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

2018-02-02T22:10:53-04:00November 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?

2018-02-02T22:10:53-04:00September 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. [...]