We have all heard reasons why an engaged couple does not need a prenup. “They’re happy and in love. There is no way they will ever get divorced.” The ending of a marriage can’t always be predicted (especially before it begins), and none of us has a crystal ball. While the happy couple may canoodle as though […]
We store everything about our lives online. The ability to house individual accounts on a laptop or phone is considered a modern-day convenience, and each account and device has its own password. To loved ones in the aftermath of a death, it can be particularly difficult to navigate and settle a person’s financial and non-financial […]
Your children and grandchildren look to you for guidance—but many of us leave one taboo topic off the table: money. Preparing your children and grandchildren for the future with good financial habits early in life can save them (and you) a considerable amount of stress. Don’t know where to start? Here are 5 money conversations […]
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Wills and Trusts are both vehicles used to pass your assets when you pass away. However, that is about as far as the similarities go. Here is a quick overview to help guide you as you discuss the right option for you with your estate planning attorney. Best piece of advice – keep an open […]
“All to son.” This sets the record for the shortest known Will according to Texas Tech University School of Law. On the other side, the longest Will was 1,066 pages and 95,940 words. So how long should your Will or Trust be? While 3 words are not enough, over 95,000 equals overkill. There is no […]
What do Apples and Oranges have to do with Wills/Trusts? Well, not much. But this is sure to be an interesting read, right? We’ve all been there. We have all been tricked a time or two. Two weeks ago, I was at the supermarket. I saw the shiniest, most scrumptious looking apple. This was no […]
We find most people use the word “Will” to refer to the concept of Estate Planning—not the actual Will document. Although people are surprised when they realize this, it makes a lot of sense. We do this in a lot of areas in life. When is the last time you asked for a Kleenex instead […]
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