What Is Probate?
May 9, 2023
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If the estate is large and complicated, the assistance of an accountant may be needed. The deceased’s estate lawyer may also need to be involved.
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Do Joint Accounts With Rights of Survivorship Work?
May 3, 2023
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Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
What Is the Relationship between Executor and Beneficiaries?
April 5, 2023
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In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
March 14, 2023
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A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
Can I Protect My Family after Death?
January 31, 2023
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The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
Beneficiary Mistakes to Avoid
January 19, 2023
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Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
Top 10 Success Tips for Estate Planning
November 1, 2022
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Estate planning is one of the most important steps you can take for yourself and your loved ones.
How Do Inherited IRAs Work?
September 28, 2022
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When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person’s loved ones through an inherited IRA.
What Is a QTIP Trust?
September 26, 2022
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A qualified terminable interest property (QTIP) trust allows an individual, called the grantor, to leave assets for a surviving spouse and determine how the trust’s assets are split up after the surviving spouse dies.
What Happens to Digital Assets After Death?
September 19, 2022
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Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
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