by Christine | Feb 4, 2016 | Estate Planning, Trusts, Wills |
Without the benefit of pre-death conversations, you may not know that Mom stashed her last will and testament under the floorboards of Dad's old Corvette. Stranger hiding places have been uncovered! What steps can you take when a parent passes away without sharing...
by Christine | Feb 2, 2016 | Estate Planning, Trustee, Trusts |
Incorporating trusts in your estate planning provides more options for you and your heirs. But the same characteristics that you seek in a friendship are not the same things you look for when picking a trustee. Trusts offer many advantages in estate planning. Privacy,...
by Christine | Feb 1, 2016 | Estate Planning |
Whether you are a media mogul or a hardworking family with a single bank account, making time to ensure that your estate planning is done is important to protecting your family. The only way to make sure that your wishes are carried out after your death is to have the...
by Christine | Jan 31, 2016 | Estate Planning |
Financial planners are often asked about basic estate planning documents, and they understand how important these documents are for you and your heirs. Financial planners who help families build and manage assets are often asked what documents are needed in an estate...
by Christine | Jan 30, 2016 | Estate Planning, Tax Planning |
You might have the best of intentions, but a poorly structured estate plan could end up requiring your heirs to use much of their inheritance to pay taxes on that very same inheritance. Even the most successful families create disasters for their heirs. Unless you are...
by Christine | Jan 29, 2016 | Estate Planning, Will Contest |
A probate court case is still pending, but a lawsuit brought by three sisters against a fourth has been voluntarily withdrawn. It is more likely a strategic move than an indication of any rapprochement. This dispute between sisters for the assets of Ralph Phillips, a...
